+59.8%
INDA vs NIO
-36.7%
+96.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.1% |
| 7D | +0.7% | -13.0% | +13.7% | +1.6% |
| 30D | -0.8% | -18.3% | +17.5% | +0.4% |
| 3M | +3.9% | -33.2% | +37.2% | +6.4% |
| 6M | -0.7% | -21.5% | +20.8% | +0.4% |
| YTD | -7.7% | -25.5% | +17.8% | -6.5% |
| 1Y | -5.1% | -38.0% | +32.9% | -3.1% |
| 3Y | +13.6% | -65.5% | +79.1% | +17.2% |
| 5Y | +7.8% | -90.6% | +98.4% | +16.3% |
| All | +59.8% | -36.7% | +96.4% | +43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling