+54.5%
TECH vs NIO
-45.3%
+99.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.3% |
| 7D | +0.2% | +2.8% | -2.6% | -0.1% |
| 30D | +0.5% | -8.4% | +8.9% | +1.3% |
| 3M | +1.1% | -32.0% | +33.0% | +4.6% |
| 6M | +51.0% | -43.9% | +95.0% | +58.5% |
| YTD | +24.4% | -35.7% | +60.0% | +27.8% |
| 1Y | +27.4% | -51.1% | +78.6% | +34.4% |
| 3Y | +28.5% | -54.7% | +83.2% | +31.2% |
| 5Y | -40.9% | -91.7% | +50.8% | -34.1% |
| All | +54.5% | -45.3% | +99.8% | +51.1% |
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 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