-53.5%
NIO vs EXEL
+60.1%
-113.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.7% | -4.8% |
| 7D | -14.5% | -0.8% | -13.6% | -14.4% |
| 30D | -15.0% | +13.1% | -28.1% | -15.2% |
| 3M | -35.6% | +36.3% | -71.9% | -36.3% |
| 6M | -55.7% | +34.5% | -90.2% | -56.1% |
| YTD | -43.1% | +57.4% | -100.6% | -45.2% |
| 1Y | -53.5% | +62.9% | -116.5% | -56.1% |
| All | -53.5% | +60.1% | -113.7% | -56.1% |
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