+132.1%
INCY vs NIO
-56.4%
+188.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.9% |
| 7D | +1.5% | +6.9% | -5.4% | +1.4% |
| 30D | +8.1% | -4.7% | +12.8% | +8.2% |
| 3M | +1.1% | -28.1% | +29.2% | +1.9% |
| 6M | +23.7% | -41.7% | +65.4% | +25.2% |
| YTD | +23.4% | -33.1% | +56.5% | +24.3% |
| 1Y | +15.0% | -50.3% | +65.3% | +16.5% |
| 3Y | +132.1% | -54.4% | +186.4% | +129.8% |
| All | +132.1% | -56.4% | +188.5% | +129.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling