-38.1%
INTU vs NIO
-64.6%
+26.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.3% |
| 7D | -7.1% | -13.0% | +6.0% | -6.6% |
| 30D | +1.5% | -18.3% | +19.7% | +2.1% |
| 3M | +10.7% | -33.2% | +43.9% | +12.2% |
| 6M | -23.8% | -21.5% | -2.4% | -23.5% |
| YTD | -49.3% | -25.5% | -23.8% | -49.0% |
| 1Y | -49.7% | -38.0% | -11.6% | -49.0% |
| All | -38.1% | -64.6% | +26.5% | -36.1% |
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