+109.7%
IDXX vs NIO
-38.3%
+148.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.8% |
| 7D | -4.4% | -4.1% | -0.3% | -4.1% |
| 30D | -13.5% | -23.2% | +9.7% | -11.8% |
| 3M | -11.0% | -29.9% | +18.9% | -8.6% |
| 6M | -15.6% | -25.1% | +9.5% | -14.4% |
| YTD | -23.9% | -27.5% | +3.6% | -22.6% |
| 1Y | -21.4% | -41.1% | +19.7% | -19.0% |
| 3Y | +10.6% | -63.1% | +73.7% | +14.4% |
| 5Y | -23.9% | -90.4% | +66.5% | -17.0% |
| All | +109.7% | -38.3% | +148.0% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling