-50.2%
NKE vs NIO
-40.3%
-9.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -1.7% |
| 7D | -5.5% | -7.3% | +1.7% | -4.9% |
| 30D | -10.4% | -22.5% | +12.1% | -8.4% |
| 3M | -15.8% | -30.9% | +15.1% | -13.2% |
| 6M | -33.4% | -37.2% | +3.8% | -31.1% |
| YTD | -41.0% | -29.8% | -11.2% | -39.7% |
| 1Y | -49.1% | -37.4% | -11.6% | -47.7% |
| 3Y | -59.8% | -64.3% | +4.5% | -58.2% |
| 5Y | -75.5% | -90.6% | +15.1% | -73.1% |
| All | -50.2% | -40.3% | -9.9% | -53.2% |
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