+177.4%
NXT vs NIO
-65.4%
+242.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.5% |
| 7D | -1.1% | -13.0% | +11.9% | +1.7% |
| 30D | -15.3% | -18.3% | +2.9% | -12.0% |
| 3M | -43.8% | -33.2% | -10.6% | -39.1% |
| 6M | -18.7% | -21.5% | +2.8% | -15.3% |
| YTD | -3.0% | -25.5% | +22.5% | +1.9% |
| 1Y | +22.7% | -38.0% | +60.7% | +32.1% |
| 3Y | +95.9% | -65.5% | +161.4% | +120.5% |
| All | +177.4% | -65.4% | +242.8% | +208.5% |
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