-50.3%
NIO vs ARWR
+146.7%
-197.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | +2.8% | -17.7% | +20.5% | +7.1% |
| 30D | -8.4% | -21.9% | +13.5% | -3.5% |
| 3M | -32.0% | -44.5% | +12.6% | -22.8% |
| 6M | -43.9% | -32.6% | -11.3% | -40.0% |
| YTD | -35.7% | -26.2% | -9.5% | -33.5% |
| 1Y | -51.1% | +23.0% | -74.1% | -56.4% |
| 3Y | -54.7% | +81.8% | -136.4% | -67.7% |
| 5Y | -91.7% | -36.0% | -55.7% | -92.7% |
| All | -50.3% | +146.7% | -197.0% | -75.5% |
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