+57.1%
INDA vs NIO
-36.8%
+94.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.6% |
| 7D | -1.0% | -6.7% | +5.7% | -0.6% |
| 30D | -2.5% | -20.0% | +17.5% | -1.2% |
| 3M | +4.0% | -30.5% | +34.4% | +6.2% |
| 6M | -1.8% | -20.7% | +18.9% | -0.8% |
| YTD | -9.2% | -25.7% | +16.5% | -8.0% |
| 1Y | -7.2% | -38.6% | +31.4% | -5.2% |
| 3Y | +9.8% | -62.3% | +72.1% | +12.6% |
| 5Y | +7.5% | -90.1% | +97.6% | +15.6% |
| All | +57.1% | -36.8% | +94.0% | +41.5% |
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