+411.3%
JBL vs NIO
-90.3%
+501.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +4.4% | -6.7% | +11.1% | +5.4% |
| 30D | -8.4% | -20.0% | +11.6% | -5.6% |
| 3M | -14.2% | -30.5% | +16.3% | -9.8% |
| 6M | +29.6% | -20.7% | +50.3% | +32.9% |
| YTD | +37.1% | -25.7% | +62.8% | +41.6% |
| 1Y | +49.5% | -38.6% | +88.1% | +57.3% |
| 3Y | +192.7% | -62.3% | +254.9% | +213.8% |
| 5Y | +411.3% | -90.1% | +501.4% | +529.7% |
| All | +411.3% | -90.3% | +501.7% | +529.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling