-33.9%
INTU vs NIO
-55.4%
+21.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.7% |
| 7D | -3.9% | -1.8% | -2.1% | -3.9% |
| 30D | +12.0% | -6.6% | +18.6% | +12.2% |
| 3M | +2.3% | -29.9% | +32.2% | +3.3% |
| 6M | -12.1% | -46.6% | +34.5% | -10.6% |
| YTD | -47.5% | -36.5% | -11.1% | -47.1% |
| 1Y | -46.9% | -51.1% | +4.2% | -45.8% |
| All | -33.9% | -55.4% | +21.5% | -33.1% |
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