+93.5%
NI vs NIO
-38.3%
+131.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.5% |
| 7D | +1.3% | -4.1% | +5.4% | +1.3% |
| 30D | -0.3% | -23.2% | +23.0% | +0.1% |
| 3M | -9.5% | -29.9% | +20.5% | -9.0% |
| 6M | -10.2% | -25.1% | +14.9% | -9.9% |
| YTD | +1.8% | -27.5% | +29.2% | +2.1% |
| 1Y | +5.7% | -41.1% | +46.8% | +6.3% |
| 3Y | +69.6% | -63.1% | +132.8% | +70.4% |
| 5Y | +95.8% | -90.4% | +186.2% | +97.2% |
| All | +93.5% | -38.3% | +131.8% | +82.5% |
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