+100.9%
JNJ vs NIO
-93.2%
+194.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +0.8% |
| 7D | +3.5% | -14.5% | +17.9% | +3.6% |
| 30D | +12.5% | -15.0% | +27.5% | +12.7% |
| 3M | +9.6% | -35.6% | +45.1% | +9.9% |
| 6M | +25.3% | -55.7% | +81.0% | +26.1% |
| YTD | +40.3% | -43.1% | +83.4% | +40.8% |
| 1Y | +49.6% | -53.5% | +103.2% | +50.4% |
| 3Y | +110.8% | -59.8% | +170.6% | +111.1% |
| All | +100.9% | -93.2% | +194.1% | +98.3% |
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