+212.0%
NXT vs NIO
-73.6%
+285.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +2.6% |
| 7D | -9.4% | -14.5% | +5.0% | -6.4% |
| 30D | +15.1% | -15.0% | +30.1% | +19.2% |
| 3M | -9.1% | -35.6% | +26.4% | -0.6% |
| 6M | -30.3% | -55.7% | +25.3% | -18.2% |
| YTD | +9.1% | -43.1% | +52.2% | +21.3% |
| 1Y | +7.9% | -53.5% | +61.4% | +24.0% |
| 3Y | +176.5% | -59.8% | +236.3% | +205.1% |
| All | +212.0% | -73.6% | +285.5% | +267.2% |
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