-48.4%
NKE vs NIO
-51.7%
+3.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.0% |
| 7D | -1.6% | -14.5% | +12.9% | -0.2% |
| 30D | +7.6% | -15.0% | +22.6% | +9.1% |
| 3M | -6.9% | -35.6% | +28.7% | -3.3% |
| 6M | -8.5% | -55.7% | +47.1% | -2.1% |
| YTD | -38.8% | -43.1% | +4.3% | -36.4% |
| 1Y | -40.6% | -53.5% | +13.0% | -37.2% |
| 3Y | -60.9% | -59.8% | -1.1% | -59.7% |
| 5Y | -75.4% | -93.2% | +17.8% | -72.3% |
| All | -48.4% | -51.7% | +3.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling