+153.4%
NOW vs NIO
-43.2%
+196.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -3.1% | +6.9% | -10.0% | -3.8% |
| 30D | -27.0% | -4.7% | -22.3% | -26.7% |
| 3M | -17.7% | -28.1% | +10.3% | -14.9% |
| 6M | +12.7% | -41.7% | +54.4% | +19.0% |
| YTD | -32.9% | -33.1% | +0.2% | -30.8% |
| 1Y | -40.4% | -50.3% | +9.9% | -36.5% |
| 3Y | -17.1% | -54.4% | +37.3% | -15.4% |
| 5Y | -25.7% | -91.6% | +65.9% | -13.3% |
| All | +153.4% | -43.2% | +196.6% | +147.2% |
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