+16.0%
INDA vs NIO
-59.9%
+75.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.5% |
| 7D | +6.6% | +5.6% | +1.0% | +6.4% |
| 30D | +10.4% | -4.2% | +14.6% | +10.5% |
| 3M | +1.5% | -26.3% | +27.8% | +2.8% |
| 6M | +1.7% | -42.5% | +44.3% | +4.0% |
| YTD | -5.8% | -33.5% | +27.7% | -4.5% |
| 1Y | -5.1% | -52.7% | +47.6% | -2.5% |
| 3Y | +16.0% | -57.5% | +73.5% | +19.4% |
| All | +16.0% | -59.9% | +75.9% | +19.4% |
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