+230.2%
NXT vs NIO
-70.5%
+300.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | -5.7% | -1.8% | -3.9% | -5.3% |
| 30D | +18.5% | -6.6% | +25.2% | +20.4% |
| 3M | -4.1% | -29.9% | +25.8% | +3.0% |
| 6M | -20.3% | -46.6% | +26.3% | -9.9% |
| YTD | +15.5% | -36.5% | +51.9% | +25.4% |
| 1Y | -5.0% | -51.1% | +46.2% | +8.0% |
| 3Y | +191.6% | -55.2% | +246.9% | +214.5% |
| All | +230.2% | -70.5% | +300.7% | +279.6% |
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