+136.3%
NEE vs NIO
-36.7%
+173.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.7% |
| 7D | +1.9% | -13.0% | +15.0% | +2.5% |
| 30D | -2.2% | -18.3% | +16.1% | -1.4% |
| 3M | -1.2% | -33.2% | +32.0% | +0.3% |
| 6M | -8.6% | -21.5% | +12.9% | -8.0% |
| YTD | +6.2% | -25.5% | +31.7% | +7.0% |
| 1Y | +21.1% | -38.0% | +59.1% | +22.7% |
| 3Y | +36.4% | -65.5% | +101.8% | +38.6% |
| 5Y | +11.4% | -90.6% | +102.0% | +14.5% |
| All | +136.3% | -36.7% | +173.0% | +137.8% |
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