+119.3%
ROKU vs NIO
-36.7%
+156.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.4% |
| 7D | -1.3% | -13.0% | +11.7% | +1.6% |
| 30D | +5.9% | -18.3% | +24.2% | +10.4% |
| 3M | +23.9% | -33.2% | +57.1% | +34.7% |
| 6M | +59.6% | -21.5% | +81.1% | +65.7% |
| YTD | +43.4% | -25.5% | +68.9% | +49.6% |
| 1Y | +60.2% | -38.0% | +98.2% | +72.7% |
| 3Y | +90.4% | -65.5% | +155.8% | +115.1% |
| 5Y | -54.5% | -90.6% | +36.0% | -38.8% |
| All | +119.3% | -36.7% | +156.0% | +161.1% |
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