+136.8%
GOOGL vs NIO
-90.7%
+227.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.9% |
| 7D | -2.3% | -13.0% | +10.8% | -0.5% |
| 30D | -6.6% | -18.3% | +11.7% | -4.2% |
| 3M | -8.9% | -33.2% | +24.3% | -4.3% |
| 6M | +11.9% | -21.5% | +33.4% | +14.5% |
| YTD | +8.3% | -25.5% | +33.8% | +11.3% |
| 1Y | +46.2% | -38.0% | +84.2% | +52.8% |
| 3Y | +151.9% | -65.5% | +217.3% | +171.5% |
| All | +136.8% | -90.7% | +227.5% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling