+67.5%
NDAQ vs NIO
-92.9%
+160.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +4.9% | -0.5% |
| 7D | +1.7% | -4.7% | +6.4% | +2.0% |
| 30D | +16.2% | -14.3% | +30.6% | +17.5% |
| 3M | +14.0% | -32.8% | +46.8% | +17.2% |
| 6M | +22.3% | -49.8% | +72.1% | +28.1% |
| YTD | +13.0% | -40.2% | +53.2% | +16.4% |
| 1Y | +24.0% | -52.7% | +76.7% | +29.9% |
| 3Y | +117.1% | -57.9% | +175.0% | +121.8% |
| 5Y | +67.5% | -92.9% | +160.4% | +96.7% |
| All | +67.5% | -92.9% | +160.4% | +96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling