+295.5%
TEVA vs NIO
-90.7%
+386.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.9% | -0.9% |
| 7D | -0.7% | -7.3% | +6.5% | +0.2% |
| 30D | -0.4% | -22.5% | +22.2% | +2.9% |
| 3M | +8.2% | -30.9% | +39.1% | +13.4% |
| 6M | +15.3% | -37.2% | +52.5% | +21.6% |
| YTD | +16.5% | -29.8% | +46.3% | +20.6% |
| 1Y | +85.7% | -37.4% | +123.2% | +93.9% |
| 3Y | +277.9% | -64.3% | +342.2% | +304.0% |
| 5Y | +295.5% | -90.6% | +386.1% | +386.1% |
| All | +295.5% | -90.7% | +386.3% | +386.1% |
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 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