+213.9%
NRG vs NIO
-64.4%
+278.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.3% |
| 7D | +3.9% | -4.1% | +8.0% | +4.3% |
| 30D | -3.0% | -23.2% | +20.3% | -0.3% |
| 3M | -10.9% | -29.9% | +19.0% | -7.7% |
| 6M | -25.3% | -25.1% | -0.2% | -23.5% |
| YTD | -26.8% | -27.5% | +0.6% | -24.9% |
| 1Y | -23.3% | -41.1% | +17.8% | -20.0% |
| All | +213.9% | -64.4% | +278.2% | +223.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling