+56.3%
INTU vs NIO
-36.7%
+92.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.2% |
| 7D | -7.1% | -13.0% | +6.0% | -5.8% |
| 30D | +1.5% | -18.3% | +19.7% | +3.4% |
| 3M | +10.7% | -33.2% | +43.9% | +15.0% |
| 6M | -23.8% | -21.5% | -2.4% | -22.7% |
| YTD | -49.3% | -25.5% | -23.8% | -48.4% |
| 1Y | -49.7% | -38.0% | -11.6% | -48.1% |
| 3Y | -38.0% | -65.5% | +27.4% | -35.0% |
| 5Y | -38.7% | -90.6% | +51.9% | -30.9% |
| All | +56.3% | -36.7% | +92.9% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling