-53.9%
NIO vs EXPD
+53.8%
-107.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.2% | +6.7% | +3.2% |
| 7D | -0.6% | +0.3% | -0.9% | -0.6% |
| 30D | -3.5% | +1.8% | -5.3% | -3.4% |
| 3M | -30.7% | +8.9% | -39.6% | -30.2% |
| 6M | -45.6% | +42.2% | -87.9% | -43.9% |
| YTD | -35.3% | +33.4% | -68.6% | -34.4% |
| 1Y | -53.9% | +47.2% | -101.1% | -55.3% |
| All | -53.9% | +53.8% | -107.7% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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