+28.4%
NBIX vs NIO
-38.5%
+66.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.4% |
| 7D | +0.4% | -2.9% | +3.3% | +0.5% |
| 30D | -0.2% | -18.7% | +18.5% | +1.0% |
| 3M | -4.0% | -29.4% | +25.5% | -2.1% |
| 6M | +20.6% | -32.5% | +53.1% | +23.0% |
| YTD | +10.1% | -27.6% | +37.8% | +11.7% |
| 1Y | +8.8% | -39.2% | +48.0% | +11.1% |
| 3Y | +42.5% | -64.3% | +106.8% | +46.2% |
| 5Y | +61.5% | -90.3% | +151.8% | +72.5% |
| All | +28.4% | -38.5% | +66.9% | +23.8% |
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