+24.0%
NET vs NIO
-92.6%
+116.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.0% | -5.2% | -7.4% |
| 7D | -21.2% | -3.6% | -17.6% | -20.2% |
| 30D | -31.1% | -8.0% | -23.1% | -29.3% |
| 3M | -16.5% | -31.2% | +14.6% | -6.6% |
| 6M | 0.0% | -45.8% | +45.8% | +19.4% |
| YTD | +24.0% | -37.3% | +61.3% | +37.9% |
| 1Y | +7.0% | -56.1% | +63.1% | +32.7% |
| 3Y | +279.6% | -61.1% | +340.7% | +325.9% |
| 5Y | +24.0% | -92.4% | +116.4% | +107.6% |
| All | +24.0% | -92.6% | +116.6% | +107.6% |
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