+64.6%
XBI vs NIO
-40.3%
+104.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.2% |
| 7D | -4.6% | -7.3% | +2.7% | -3.7% |
| 30D | -0.8% | -22.5% | +21.7% | +2.4% |
| 3M | +21.8% | -30.9% | +52.7% | +27.5% |
| 6M | +23.2% | -37.2% | +60.4% | +29.8% |
| YTD | +28.7% | -29.8% | +58.5% | +33.3% |
| 1Y | +67.8% | -37.4% | +105.2% | +75.0% |
| 3Y | +100.6% | -64.3% | +165.0% | +113.6% |
| 5Y | +19.8% | -90.6% | +110.4% | +40.3% |
| All | +64.6% | -40.3% | +104.9% | +62.7% |
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