-48.6%
NIO vs ARWR
+192.8%
-241.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +5.7% |
| 7D | +5.6% | -2.9% | +8.5% | +6.3% |
| 30D | -4.2% | -5.4% | +1.2% | -3.0% |
| 3M | -26.3% | -32.2% | +5.9% | -19.8% |
| 6M | -42.5% | -26.5% | -16.0% | -39.5% |
| YTD | -33.5% | -12.4% | -21.1% | -33.7% |
| 1Y | -52.7% | +46.9% | -99.5% | -59.3% |
| 3Y | -57.5% | +116.0% | -173.4% | -70.7% |
| 5Y | -92.0% | -28.0% | -64.0% | -93.1% |
| All | -48.6% | +192.8% | -241.5% | -75.6% |
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