+153.4%
NOW vs NIO
-46.0%
+199.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.3% |
| 7D | -5.6% | -1.8% | -3.7% | -5.4% |
| 30D | -26.8% | -6.6% | -20.1% | -26.2% |
| 3M | -19.4% | -29.9% | +10.4% | -16.4% |
| 6M | +12.3% | -46.6% | +58.9% | +19.7% |
| YTD | -32.9% | -36.5% | +3.6% | -30.4% |
| 1Y | -40.3% | -51.1% | +10.8% | -36.3% |
| 3Y | -19.1% | -55.2% | +36.2% | -17.2% |
| 5Y | -24.4% | -92.3% | +68.0% | -11.0% |
| All | +153.4% | -46.0% | +199.4% | +148.5% |
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