+807.1%
JBL vs NIO
-51.7%
+858.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.6% |
| 7D | +6.3% | -14.5% | +20.8% | +8.3% |
| 30D | -13.5% | -15.0% | +1.5% | -11.9% |
| 3M | -31.3% | -35.6% | +4.2% | -27.8% |
| 6M | -28.4% | -55.7% | +27.2% | -21.7% |
| YTD | +11.6% | -43.1% | +54.7% | +18.1% |
| 1Y | +26.1% | -53.5% | +79.6% | +36.4% |
| 3Y | +97.4% | -59.8% | +157.2% | +106.3% |
| 5Y | +301.0% | -93.2% | +394.2% | +380.4% |
| All | +807.1% | -51.7% | +858.8% | +718.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling