+357.8%
JCI vs NIO
-46.0%
+403.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.6% |
| 7D | +2.9% | -1.8% | +4.7% | +3.0% |
| 30D | -6.9% | -6.6% | -0.3% | -6.5% |
| 3M | -6.3% | -29.9% | +23.6% | -4.1% |
| 6M | +2.6% | -46.6% | +49.2% | +6.6% |
| YTD | +21.8% | -36.5% | +58.3% | +24.8% |
| 1Y | +19.6% | -51.1% | +70.8% | +24.6% |
| 3Y | +194.9% | -55.2% | +250.2% | +200.5% |
| 5Y | +108.1% | -92.3% | +200.5% | +124.8% |
| All | +357.8% | -46.0% | +403.8% | +333.0% |
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