-53.9%
NIO vs EQH
+18.6%
-72.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.9% | +3.4% |
| 7D | -0.6% | +2.8% | -3.4% | -0.6% |
| 30D | -3.5% | +3.9% | -7.4% | -3.6% |
| 3M | -30.7% | +16.3% | -47.0% | -31.0% |
| 6M | -45.6% | +37.1% | -82.7% | -46.4% |
| YTD | -35.3% | +20.2% | -55.5% | -39.1% |
| 1Y | -53.9% | +17.9% | -71.9% | -56.9% |
| All | -53.9% | +18.6% | -72.5% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling