-21.9%
ISRG vs NIO
-52.9%
+31.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -2.3% |
| 7D | +2.1% | +2.8% | -0.7% | +2.1% |
| 30D | +6.2% | -8.4% | +14.5% | +6.1% |
| 3M | +14.4% | -32.0% | +46.4% | +13.4% |
| 6M | 0.0% | -43.9% | +43.9% | -1.4% |
| YTD | -20.5% | -35.7% | +15.1% | -21.5% |
| 1Y | -21.9% | -51.1% | +29.2% | -21.4% |
| All | -21.9% | -52.9% | +31.0% | -21.4% |
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