-92.4%
NIO vs EXPD
+52.5%
-144.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.4% | -0.6% |
| 7D | -3.6% | -4.8% | +1.2% | -1.2% |
| 30D | -8.0% | -1.5% | -6.5% | -7.5% |
| 3M | -31.2% | +4.1% | -35.3% | -33.0% |
| 6M | -45.8% | +24.0% | -69.8% | -52.6% |
| YTD | -37.3% | +27.4% | -64.7% | -47.7% |
| 1Y | -56.1% | +38.4% | -94.5% | -65.6% |
| 3Y | -61.1% | +73.2% | -134.3% | -75.6% |
| 5Y | -92.4% | +59.9% | -152.3% | -95.6% |
| All | -92.4% | +52.5% | -144.9% | -95.6% |
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