+155.1%
INTC vs NIO
-62.6%
+217.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +4.7% |
| 7D | +7.1% | -13.0% | +20.1% | +9.3% |
| 30D | -5.2% | -18.3% | +13.1% | -2.4% |
| 3M | -14.3% | -33.2% | +18.9% | -9.0% |
| 6M | +110.2% | -21.5% | +131.7% | +116.2% |
| YTD | +159.6% | -25.5% | +185.1% | +168.6% |
| 1Y | +289.3% | -38.0% | +327.3% | +311.7% |
| All | +155.1% | -62.6% | +217.7% | +175.6% |
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