-42.5%
NIO vs ESTC
+75.2%
-117.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.7% | +5.6% |
| 7D | +5.6% | -11.5% | +17.1% | +7.3% |
| 30D | -4.2% | -7.5% | +3.3% | -3.3% |
| 3M | -26.3% | +23.1% | -49.4% | -27.8% |
| 6M | -42.5% | +75.3% | -117.8% | -41.7% |
| All | -42.5% | +75.2% | -117.8% | -41.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling