+297.4%
NDAQ vs NIO
-43.5%
+340.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.9% | -5.7% | 0.0% |
| 7D | +0.8% | +5.6% | -4.8% | +0.5% |
| 30D | +16.5% | -4.2% | +20.8% | +16.7% |
| 3M | +13.5% | -26.3% | +39.8% | +15.2% |
| 6M | +20.9% | -42.5% | +63.5% | +24.1% |
| YTD | +11.4% | -33.5% | +44.9% | +13.2% |
| 1Y | +25.9% | -52.7% | +78.6% | +30.1% |
| 3Y | +119.9% | -57.5% | +177.3% | +123.2% |
| 5Y | +61.7% | -92.0% | +153.7% | +72.4% |
| All | +297.4% | -43.5% | +340.9% | +288.5% |
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