+125.2%
XBI vs NIO
-60.1%
+185.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.2% |
| 7D | -1.1% | -14.5% | +13.4% | +0.7% |
| 30D | +2.6% | -15.0% | +17.5% | +4.6% |
| 3M | -4.0% | -35.6% | +31.5% | +0.8% |
| 6M | +10.9% | -55.7% | +66.6% | +21.1% |
| YTD | +23.6% | -43.1% | +66.7% | +30.5% |
| 1Y | +35.1% | -53.5% | +88.6% | +45.6% |
| 3Y | +125.2% | -59.8% | +185.0% | +140.0% |
| All | +125.2% | -60.1% | +185.3% | +140.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling