+53.6%
TECH vs NIO
-36.7%
+90.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.1% |
| 7D | +0.1% | -13.0% | +13.2% | +1.4% |
| 30D | +0.7% | -18.3% | +19.0% | +2.6% |
| 3M | +36.3% | -33.2% | +69.6% | +41.3% |
| 6M | +25.6% | -21.5% | +47.1% | +27.1% |
| YTD | +23.7% | -25.5% | +49.2% | +25.5% |
| 1Y | +37.6% | -38.0% | +75.7% | +41.7% |
| 3Y | -6.6% | -65.5% | +58.9% | -2.4% |
| 5Y | -42.2% | -90.6% | +48.4% | -36.5% |
| All | +53.6% | -36.7% | +90.3% | +48.5% |
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