+64.6%
INDA vs NIO
-43.2%
+107.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.0% |
| 7D | +6.1% | +6.9% | -0.8% | +5.7% |
| 30D | +11.7% | -4.7% | +16.4% | +12.0% |
| 3M | +2.1% | -28.1% | +30.1% | +4.1% |
| 6M | +3.2% | -41.7% | +44.9% | +6.4% |
| YTD | -4.9% | -33.1% | +28.3% | -3.0% |
| 1Y | -4.4% | -50.3% | +45.9% | -0.8% |
| 3Y | +17.6% | -54.4% | +71.9% | +19.3% |
| 5Y | +9.9% | -91.6% | +101.5% | +19.4% |
| All | +64.6% | -43.2% | +107.7% | +49.1% |
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