+58.1%
INTC vs NIO
-60.1%
+118.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.4% | -1.7% |
| 7D | +6.0% | -14.5% | +20.5% | +8.8% |
| 30D | -39.2% | -15.0% | -24.2% | -37.4% |
| 3M | -42.9% | -35.6% | -7.4% | -38.8% |
| 6M | -50.4% | -55.7% | +5.3% | -43.9% |
| YTD | +61.7% | -43.1% | +104.8% | +75.0% |
| 1Y | +66.1% | -53.5% | +119.7% | +84.8% |
| 3Y | +58.1% | -59.8% | +118.0% | +75.9% |
| All | +58.1% | -60.1% | +118.3% | +75.9% |
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 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