-54.8%
ROKU vs NIO
-90.3%
+35.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -0.7% |
| 7D | -3.0% | -4.1% | +1.1% | -1.5% |
| 30D | +0.7% | -23.2% | +23.9% | +10.5% |
| 3M | +26.5% | -29.9% | +56.4% | +42.8% |
| 6M | +52.6% | -25.1% | +77.7% | +64.5% |
| YTD | +40.9% | -27.5% | +68.4% | +51.8% |
| 1Y | +57.6% | -41.1% | +98.7% | +80.7% |
| 3Y | +83.2% | -63.1% | +146.3% | +119.8% |
| 5Y | -54.8% | -90.4% | +35.6% | -10.0% |
| All | -54.8% | -90.3% | +35.4% | -10.0% |
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