-38.0%
NIO vs EXPD
+57.8%
-95.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.4% | -1.5% |
| 7D | -13.0% | -1.1% | -11.9% | -13.1% |
| 30D | -18.3% | +4.1% | -22.4% | -18.1% |
| 3M | -33.2% | +17.9% | -51.1% | -32.6% |
| 6M | -21.5% | +29.2% | -50.7% | -20.3% |
| YTD | -25.5% | +27.4% | -52.8% | -24.4% |
| 1Y | -38.0% | +56.8% | -94.8% | -37.3% |
| All | -38.0% | +57.8% | -95.9% | -37.3% |
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