-91.6%
NIO vs EXPD
+61.0%
-152.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | -0.8% |
| 7D | +6.9% | -5.5% | +12.4% | +9.9% |
| 30D | -4.7% | -1.9% | -2.9% | -4.0% |
| 3M | -28.1% | +6.1% | -34.1% | -30.8% |
| 6M | -41.7% | +21.6% | -63.3% | -48.4% |
| YTD | -33.1% | +27.9% | -61.0% | -44.4% |
| 1Y | -50.3% | +39.4% | -89.7% | -61.2% |
| 3Y | -54.4% | +72.7% | -127.0% | -71.2% |
| 5Y | -91.6% | +60.3% | -151.9% | -95.1% |
| All | -91.6% | +61.0% | -152.6% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling