+23.7%
JBL vs NIO
-54.1%
+77.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.4% | -8.3% | -5.6% |
| 7D | -11.1% | -0.6% | -10.5% | -11.0% |
| 30D | -14.1% | -3.5% | -10.6% | -13.4% |
| 3M | -23.9% | -30.7% | +6.7% | -18.0% |
| 6M | -24.1% | -45.6% | +21.5% | -13.8% |
| YTD | +13.5% | -35.3% | +48.8% | +22.0% |
| 1Y | +23.7% | -53.9% | +77.6% | +47.5% |
| All | +23.7% | -54.1% | +77.8% | +47.5% |
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 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