+146.0%
NEE vs NIO
-43.2%
+189.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +2.2% | +6.9% | -4.7% | +1.9% |
| 30D | +12.3% | -4.7% | +17.0% | +12.4% |
| 3M | +3.4% | -28.1% | +31.4% | +4.6% |
| 6M | -5.3% | -41.7% | +36.4% | -3.5% |
| YTD | +10.6% | -33.1% | +43.7% | +11.9% |
| 1Y | +6.5% | -50.3% | +56.8% | +8.9% |
| 3Y | +73.5% | -54.4% | +127.9% | +74.9% |
| 5Y | +17.0% | -91.6% | +108.6% | +20.8% |
| All | +146.0% | -43.2% | +189.2% | +148.5% |
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