-40.6%
TECH vs NIO
-93.2%
+52.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.7% |
| 7D | +0.1% | -14.5% | +14.6% | +2.2% |
| 30D | +0.5% | -15.0% | +15.5% | +2.7% |
| 3M | +1.1% | -35.6% | +36.7% | +7.1% |
| 6M | +62.8% | -55.7% | +118.5% | +80.9% |
| YTD | +24.5% | -43.1% | +67.6% | +31.4% |
| 1Y | +20.6% | -53.5% | +74.2% | +31.3% |
| 3Y | +29.5% | -59.8% | +89.3% | +34.7% |
| All | -40.6% | -93.2% | +52.6% | -28.3% |
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