+251.4%
NDAQ vs NIO
-36.8%
+288.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -2.6% | -6.7% | +4.1% | -2.2% |
| 30D | +0.5% | -20.0% | +20.5% | +1.6% |
| 3M | +9.9% | -30.5% | +40.4% | +11.9% |
| 6M | +8.2% | -20.7% | +28.9% | +9.1% |
| YTD | -1.5% | -25.7% | +24.2% | -0.4% |
| 1Y | +1.3% | -38.6% | +39.9% | +3.1% |
| 3Y | +92.6% | -62.3% | +154.8% | +96.6% |
| 5Y | +53.8% | -90.1% | +143.9% | +62.4% |
| All | +251.4% | -36.8% | +288.3% | +241.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling