+3.8%
ISRG vs NIO
-47.2%
+51.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.2% | -2.8% |
| 7D | +4.4% | -3.6% | +8.0% | +4.2% |
| 30D | +15.8% | -8.0% | +23.8% | +15.2% |
| 3M | +24.9% | -31.2% | +56.1% | +19.5% |
| 6M | +3.8% | -45.8% | +49.6% | -6.6% |
| All | +3.8% | -47.2% | +51.0% | -6.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling