-49.2%
NIO vs EXEL
+74.8%
-124.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | +0.4% |
| 7D | +6.9% | +2.3% | +4.6% | +6.8% |
| 30D | -4.7% | +19.8% | -24.6% | -5.3% |
| 3M | -28.1% | +32.7% | -60.7% | -28.9% |
| 6M | -41.7% | +49.0% | -90.7% | -43.1% |
| YTD | -33.1% | +63.7% | -96.8% | -35.8% |
| All | -49.2% | +74.8% | -124.0% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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