-45.2%
INFY vs NIO
-90.3%
+45.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -8.7% | -4.1% | -4.5% | -8.4% |
| 30D | -13.0% | -23.2% | +10.3% | -11.2% |
| 3M | -8.8% | -29.9% | +21.2% | -6.3% |
| 6M | -22.6% | -25.1% | +2.5% | -21.3% |
| YTD | -37.3% | -27.5% | -9.9% | -36.3% |
| 1Y | -33.4% | -41.1% | +7.7% | -31.4% |
| 3Y | -32.3% | -63.1% | +30.8% | -29.5% |
| 5Y | -45.2% | -90.4% | +45.1% | -36.7% |
| All | -45.2% | -90.3% | +45.0% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling