+107.5%
NFLX vs NIO
-36.8%
+144.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -5.0% | -6.7% | +1.7% | -4.3% |
| 30D | +3.5% | -20.0% | +23.6% | +6.1% |
| 3M | -7.1% | -30.5% | +23.4% | -3.5% |
| 6M | -22.5% | -20.7% | -1.8% | -21.1% |
| YTD | -18.1% | -25.7% | +7.6% | -16.3% |
| 1Y | -38.3% | -38.6% | +0.2% | -36.0% |
| 3Y | +73.4% | -62.3% | +135.6% | +81.2% |
| 5Y | +26.7% | -90.1% | +116.7% | +44.9% |
| All | +107.5% | -36.8% | +144.3% | +104.3% |
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