+51.3%
INTC vs NIO
-45.3%
+96.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.7% | -1.7% |
| 7D | -4.0% | +2.8% | -6.8% | -4.3% |
| 30D | -44.5% | -8.4% | -36.1% | -43.8% |
| 3M | -40.4% | -32.0% | -8.4% | -37.8% |
| 6M | -53.5% | -43.9% | -9.5% | -50.5% |
| YTD | +57.5% | -35.7% | +93.2% | +64.3% |
| 1Y | +51.2% | -51.1% | +102.3% | +62.1% |
| 3Y | +51.6% | -54.7% | +106.3% | +57.1% |
| 5Y | +23.5% | -91.7% | +115.2% | +40.6% |
| All | +51.3% | -45.3% | +96.6% | +46.9% |
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 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