+83.8%
INCY vs NIO
-46.0%
+129.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +1.7% |
| 7D | -0.5% | -1.8% | +1.3% | -0.4% |
| 30D | +9.8% | -6.6% | +16.4% | +10.1% |
| 3M | +1.0% | -29.9% | +30.9% | +2.6% |
| 6M | +21.9% | -46.6% | +68.5% | +25.3% |
| YTD | +23.8% | -36.5% | +60.3% | +25.8% |
| 1Y | +13.0% | -51.1% | +64.2% | +16.3% |
| 3Y | +133.2% | -55.2% | +188.4% | +135.5% |
| 5Y | +87.8% | -92.3% | +180.1% | +101.1% |
| All | +83.8% | -46.0% | +129.8% | +71.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling