-53.9%
NIO vs ESTC
+1.6%
-55.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.5% |
| 7D | -0.6% | -15.9% | +15.3% | -0.1% |
| 30D | -3.5% | -5.5% | +2.0% | -3.3% |
| 3M | -30.7% | +26.2% | -56.9% | -30.4% |
| 6M | -45.6% | +77.0% | -122.7% | -43.8% |
| YTD | -35.3% | +18.9% | -54.2% | -35.5% |
| 1Y | -53.9% | +1.3% | -55.2% | -55.6% |
| All | -53.9% | +1.6% | -55.5% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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