-64.2%
NIO vs EQH
+95.5%
-159.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.1% | +1.1% | -5.3% | -4.5% |
| 30D | -23.2% | -1.1% | -22.1% | -23.1% |
| 3M | -29.9% | +25.0% | -54.9% | -35.7% |
| 6M | -25.1% | +33.9% | -59.0% | -33.7% |
| YTD | -27.5% | +11.6% | -39.0% | -31.4% |
| 1Y | -41.1% | +1.5% | -42.6% | -42.1% |
| All | -64.2% | +95.5% | -159.7% | -78.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling