+47.4%
NSC vs NIO
-90.7%
+138.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | -5.5% | -13.0% | +7.5% | -4.7% |
| 30D | -3.2% | -18.3% | +15.1% | -2.1% |
| 3M | +7.7% | -33.2% | +40.9% | +10.2% |
| 6M | +4.5% | -21.5% | +26.0% | +5.4% |
| YTD | +15.6% | -25.5% | +41.1% | +16.8% |
| 1Y | +19.8% | -38.0% | +57.9% | +22.1% |
| 3Y | +70.1% | -65.5% | +135.6% | +75.8% |
| All | +47.4% | -90.7% | +138.1% | +52.7% |
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 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