+138.6%
JNJ vs NIO
-38.3%
+176.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.7% |
| 7D | -3.0% | -4.1% | +1.2% | -2.9% |
| 30D | +2.5% | -23.2% | +25.8% | +2.9% |
| 3M | +13.2% | -29.9% | +43.2% | +13.7% |
| 6M | +11.3% | -25.1% | +36.4% | +11.6% |
| YTD | +31.1% | -27.5% | +58.6% | +31.5% |
| 1Y | +54.3% | -41.1% | +95.4% | +55.1% |
| 3Y | +81.1% | -63.1% | +144.3% | +82.0% |
| 5Y | +82.7% | -90.4% | +173.1% | +85.8% |
| All | +138.6% | -38.3% | +176.9% | +127.4% |
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