+82.5%
JNJ vs NIO
-62.3%
+144.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -6.7% | +5.9% | -0.7% |
| 30D | +4.3% | -20.0% | +24.4% | +4.6% |
| 3M | +16.5% | -30.5% | +47.0% | +17.1% |
| 6M | +13.1% | -20.7% | +33.9% | +13.4% |
| YTD | +32.1% | -25.7% | +57.8% | +32.5% |
| 1Y | +54.5% | -38.6% | +93.1% | +55.2% |
| 3Y | +82.5% | -62.3% | +144.8% | +84.0% |
| All | +82.5% | -62.3% | +144.9% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling