+226.8%
SOXX vs NIO
-64.5%
+291.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.4% |
| 7D | +1.4% | -2.9% | +4.3% | +1.8% |
| 30D | -3.6% | -18.7% | +15.1% | -0.6% |
| 3M | -10.2% | -29.4% | +19.3% | -5.6% |
| 6M | +54.2% | -32.5% | +86.8% | +62.4% |
| YTD | +75.2% | -27.6% | +102.9% | +82.0% |
| 1Y | +107.5% | -39.2% | +146.7% | +120.3% |
| 3Y | +226.8% | -64.3% | +291.0% | +244.2% |
| All | +226.8% | -64.5% | +291.2% | +244.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling