+29.0%
NFLX vs NIO
-90.7%
+119.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.8% | -5.1% |
| 7D | -4.2% | -13.0% | +8.8% | -2.0% |
| 30D | +5.5% | -18.3% | +23.7% | +8.9% |
| 3M | -4.1% | -33.2% | +29.2% | +2.3% |
| 6M | -20.7% | -21.5% | +0.8% | -18.6% |
| YTD | -16.5% | -25.5% | +8.9% | -14.0% |
| 1Y | -37.8% | -38.0% | +0.2% | -34.4% |
| 3Y | +77.9% | -65.5% | +143.3% | +97.8% |
| All | +29.0% | -90.7% | +119.7% | +80.9% |
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