-53.5%
NIO vs ESTC
-3.5%
-50.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.9% |
| 7D | -14.5% | +2.4% | -16.9% | -14.5% |
| 30D | -15.0% | -4.2% | -10.7% | -14.8% |
| 3M | -35.6% | +2.5% | -38.0% | -35.4% |
| 6M | -55.7% | +81.5% | -137.1% | -54.2% |
| YTD | -43.1% | +16.8% | -60.0% | -43.0% |
| 1Y | -53.5% | -3.5% | -50.1% | -54.6% |
| All | -53.5% | -3.5% | -50.0% | -54.6% |
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