-56.1%
NIO vs ARWR
+140.6%
-196.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.3% | -5.2% |
| 7D | -14.5% | -17.8% | +3.4% | -10.8% |
| 30D | -15.0% | -18.1% | +3.2% | -11.3% |
| 3M | -35.6% | -44.2% | +8.6% | -26.9% |
| 6M | -55.7% | -38.6% | -17.0% | -51.4% |
| YTD | -43.1% | -28.0% | -15.1% | -40.8% |
| 1Y | -53.5% | +16.1% | -69.7% | -57.9% |
| 3Y | -59.8% | +84.0% | -143.8% | -71.5% |
| 5Y | -93.2% | -35.4% | -57.8% | -94.0% |
| All | -56.1% | +140.6% | -196.6% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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