-51.1%
NIO vs EXPD
+39.4%
-90.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.8% |
| 7D | +2.8% | -7.4% | +10.2% | +2.3% |
| 30D | -8.4% | -2.1% | -6.3% | -8.5% |
| 3M | -32.0% | +5.7% | -37.6% | -31.6% |
| 6M | -43.9% | +21.4% | -65.3% | -43.0% |
| YTD | -35.7% | +27.6% | -63.3% | -35.6% |
| 1Y | -51.1% | +36.1% | -87.2% | -52.7% |
| All | -51.1% | +39.4% | -90.5% | -52.7% |
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