+241.5%
SOXX vs NIO
-90.6%
+332.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.5% | -2.1% |
| 7D | +3.0% | -7.3% | +10.3% | +4.6% |
| 30D | -3.1% | -22.5% | +19.4% | +1.7% |
| 3M | -4.4% | -30.9% | +26.5% | +2.6% |
| 6M | +52.9% | -37.2% | +90.1% | +65.9% |
| YTD | +72.0% | -29.8% | +101.8% | +81.7% |
| 1Y | +105.1% | -37.4% | +142.5% | +120.3% |
| 3Y | +220.6% | -64.3% | +284.9% | +256.9% |
| All | +241.5% | -90.6% | +332.1% | +359.2% |
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 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