+28.4%
INFY vs NIO
-40.3%
+68.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.1% | 0.0% |
| 7D | -9.8% | -7.3% | -2.5% | -9.3% |
| 30D | -13.4% | -22.5% | +9.1% | -12.0% |
| 3M | -7.2% | -30.9% | +23.7% | -5.1% |
| 6M | -20.6% | -37.2% | +16.6% | -18.5% |
| YTD | -37.5% | -29.8% | -7.6% | -36.4% |
| 1Y | -33.4% | -37.4% | +4.0% | -32.0% |
| 3Y | -32.4% | -64.3% | +31.9% | -30.4% |
| 5Y | -45.5% | -90.6% | +45.1% | -41.0% |
| All | +28.4% | -40.3% | +68.7% | +22.2% |
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