+1,008.0%
JBL vs NIO
-36.7%
+1,044.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | +3.0% | -13.0% | +16.1% | +4.7% |
| 30D | -8.3% | -18.3% | +10.0% | -6.2% |
| 3M | -16.9% | -33.2% | +16.3% | -13.1% |
| 6M | +21.8% | -21.5% | +43.2% | +24.4% |
| YTD | +36.3% | -25.5% | +61.8% | +40.0% |
| 1Y | +49.5% | -38.0% | +87.5% | +55.8% |
| 3Y | +170.6% | -65.5% | +236.1% | +187.4% |
| 5Y | +408.4% | -90.6% | +499.0% | +486.6% |
| All | +1,008.0% | -36.7% | +1,044.7% | +870.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling