+201.0%
NRG vs NIO
-93.2%
+294.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.5% |
| 7D | +10.0% | -14.5% | +24.4% | +11.6% |
| 30D | -3.2% | -15.0% | +11.7% | -1.8% |
| 3M | -18.5% | -35.6% | +17.0% | -15.2% |
| 6M | -25.3% | -55.7% | +30.4% | -19.8% |
| YTD | -38.1% | -43.1% | +5.0% | -35.3% |
| 1Y | -40.7% | -53.5% | +12.8% | -37.0% |
| 3Y | +121.8% | -59.8% | +181.6% | +129.2% |
| All | +201.0% | -93.2% | +294.2% | +244.0% |
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