+59.6%
INTU vs NIO
-43.2%
+102.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -1.0% |
| 7D | -3.9% | +6.9% | -10.8% | -4.6% |
| 30D | +11.7% | -4.7% | +16.5% | +12.2% |
| 3M | +4.5% | -28.1% | +32.5% | +7.7% |
| 6M | -13.9% | -41.7% | +27.8% | -9.6% |
| YTD | -48.2% | -33.1% | -15.1% | -46.8% |
| 1Y | -47.1% | -50.3% | +3.2% | -44.1% |
| 3Y | -32.5% | -54.4% | +21.9% | -31.4% |
| 5Y | -42.6% | -91.6% | +49.1% | -34.5% |
| All | +59.6% | -43.2% | +102.8% | +54.2% |
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