+117.3%
ROKU vs NIO
-40.3%
+157.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.5% |
| 7D | -2.6% | -7.3% | +4.6% | -1.1% |
| 30D | +2.1% | -22.5% | +24.6% | +7.7% |
| 3M | +31.8% | -30.9% | +62.7% | +42.2% |
| 6M | +53.3% | -37.2% | +90.5% | +67.5% |
| YTD | +42.1% | -29.8% | +71.9% | +50.1% |
| 1Y | +62.3% | -37.4% | +99.7% | +74.7% |
| 3Y | +84.6% | -64.3% | +149.0% | +107.1% |
| 5Y | -53.1% | -90.6% | +37.5% | -36.4% |
| All | +117.3% | -40.3% | +157.6% | +161.9% |
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