-74.9%
NKE vs NIO
-90.3%
+15.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.6% |
| 7D | -2.3% | -4.1% | +1.8% | -1.8% |
| 30D | -10.4% | -23.2% | +12.9% | -7.2% |
| 3M | -15.5% | -29.9% | +14.5% | -11.5% |
| 6M | -32.6% | -25.1% | -7.5% | -30.9% |
| YTD | -39.8% | -27.5% | -12.4% | -38.2% |
| 1Y | -47.6% | -41.1% | -6.5% | -45.0% |
| 3Y | -59.0% | -63.1% | +4.1% | -56.3% |
| 5Y | -74.9% | -90.4% | +15.4% | -70.9% |
| All | -74.9% | -90.3% | +15.3% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling