+304.5%
NRG vs NIO
-36.7%
+341.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.5% |
| 7D | +7.1% | -13.0% | +20.2% | +8.0% |
| 30D | -1.4% | -18.3% | +16.9% | -0.2% |
| 3M | -10.5% | -33.2% | +22.8% | -8.2% |
| 6M | -26.7% | -21.5% | -5.3% | -25.9% |
| YTD | -24.5% | -25.5% | +1.0% | -23.4% |
| 1Y | -18.6% | -38.0% | +19.4% | -16.7% |
| 3Y | +227.1% | -65.5% | +292.6% | +236.6% |
| 5Y | +198.8% | -90.6% | +289.4% | +217.9% |
| All | +304.5% | -36.7% | +341.2% | +283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling