+22.5%
NXT vs NIO
-37.4%
+59.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +2.9% | -6.7% | +9.5% | +4.8% |
| 30D | -17.2% | -20.0% | +2.8% | -12.1% |
| 3M | -32.0% | -30.5% | -1.5% | -24.9% |
| 6M | -15.8% | -20.7% | +5.0% | -11.4% |
| YTD | -1.9% | -25.7% | +23.8% | +4.4% |
| 1Y | +22.5% | -38.6% | +61.1% | +37.8% |
| All | +22.5% | -37.4% | +59.8% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling