+10.1%
IBM vs NIO
-41.8%
+51.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -1.8% |
| 7D | -5.0% | +5.6% | -10.6% | -5.8% |
| 30D | +11.1% | -4.2% | +15.3% | +11.8% |
| 3M | +5.7% | -26.3% | +32.0% | +11.3% |
| 6M | +10.1% | -42.5% | +52.7% | +21.8% |
| All | +10.1% | -41.8% | +51.9% | +21.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling