-29.9%
INTU vs NIO
-59.9%
+29.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.9% | -9.7% | -3.9% |
| 7D | +0.1% | +5.6% | -5.5% | 0.0% |
| 30D | +15.4% | -4.2% | +19.7% | +15.5% |
| 3M | +6.6% | -26.3% | +32.9% | +7.5% |
| 6M | -11.3% | -42.5% | +31.2% | -10.0% |
| YTD | -47.7% | -33.5% | -14.2% | -47.3% |
| 1Y | -47.0% | -52.7% | +5.6% | -45.8% |
| 3Y | -29.9% | -57.5% | +27.5% | -28.6% |
| All | -29.9% | -59.9% | +29.9% | -28.6% |
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