+16.0%
NBIX vs NIO
-54.1%
+70.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.7% | +0.4% |
| 7D | +14.1% | -0.6% | +14.7% | +14.1% |
| 30D | +15.1% | -3.5% | +18.7% | +15.4% |
| 3M | 0.0% | -30.7% | +30.7% | +3.1% |
| 6M | +23.9% | -45.6% | +69.5% | +30.3% |
| YTD | +17.1% | -35.3% | +52.4% | +20.4% |
| 1Y | +16.0% | -53.9% | +69.9% | +33.3% |
| All | +16.0% | -54.1% | +70.1% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling