+39.8%
NFLX vs NIO
-60.1%
+99.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.1% | -0.6% |
| 7D | -2.0% | -14.5% | +12.5% | -1.1% |
| 30D | -11.9% | -15.0% | +3.0% | -11.1% |
| 3M | -20.6% | -35.6% | +15.0% | -18.7% |
| 6M | -29.0% | -55.7% | +26.6% | -25.9% |
| YTD | -33.7% | -43.1% | +9.4% | -32.0% |
| 1Y | -46.2% | -53.5% | +7.4% | -44.0% |
| 3Y | +39.8% | -59.8% | +99.6% | +46.8% |
| All | +39.8% | -60.1% | +99.9% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling