+23.4%
REGN vs NIO
-90.3%
+113.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -1.6% |
| 7D | -5.6% | -2.9% | -2.7% | -5.5% |
| 30D | -2.0% | -18.7% | +16.8% | -1.1% |
| 3M | +28.0% | -29.4% | +57.4% | +29.8% |
| 6M | +1.2% | -32.5% | +33.7% | +2.6% |
| YTD | +1.6% | -27.6% | +29.3% | +2.6% |
| 1Y | +38.2% | -39.2% | +77.5% | +40.2% |
| 3Y | -5.4% | -64.3% | +58.9% | -4.1% |
| All | +23.4% | -90.3% | +113.6% | +32.5% |
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 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