+27.5%
NBIX vs NIO
-38.3%
+65.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | -1.7% | -4.1% | +2.5% | -1.4% |
| 30D | -5.9% | -23.2% | +17.3% | -4.5% |
| 3M | -6.1% | -29.9% | +23.8% | -4.2% |
| 6M | +19.4% | -25.1% | +44.5% | +20.9% |
| YTD | +9.4% | -27.5% | +36.8% | +10.9% |
| 1Y | +7.6% | -41.1% | +48.7% | +10.1% |
| 3Y | +42.0% | -63.1% | +105.1% | +45.4% |
| 5Y | +64.3% | -90.4% | +154.6% | +75.5% |
| All | +27.5% | -38.3% | +65.8% | +22.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling