-33.1%
INFY vs NIO
-64.4%
+31.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.7% |
| 7D | -8.7% | -4.1% | -4.5% | -8.5% |
| 30D | -13.0% | -23.2% | +10.3% | -12.0% |
| 3M | -8.8% | -29.9% | +21.2% | -7.5% |
| 6M | -22.6% | -25.1% | +2.5% | -21.9% |
| YTD | -37.3% | -27.5% | -9.9% | -36.8% |
| 1Y | -33.4% | -41.1% | +7.7% | -32.3% |
| All | -33.1% | -64.4% | +31.3% | -31.3% |
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