-19.3%
ISRG vs NIO
-37.4%
+18.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.8% |
| 7D | -1.6% | -13.0% | +11.5% | -1.4% |
| 30D | -2.3% | -18.3% | +16.0% | -2.1% |
| 3M | -12.4% | -33.2% | +20.8% | -12.3% |
| 6M | -26.8% | -21.5% | -5.3% | -27.4% |
| YTD | -35.3% | -25.5% | -9.8% | -35.5% |
| 1Y | -19.3% | -38.0% | +18.7% | -17.3% |
| All | -19.3% | -37.4% | +18.1% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling