+20.8%
XBI vs NIO
-90.3%
+111.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.1% |
| 7D | -3.6% | -4.1% | +0.5% | -2.9% |
| 30D | +0.9% | -23.2% | +24.1% | +5.8% |
| 3M | +21.4% | -29.9% | +51.4% | +29.3% |
| 6M | +25.5% | -25.1% | +50.6% | +30.5% |
| YTD | +30.8% | -27.5% | +58.3% | +36.5% |
| 1Y | +68.6% | -41.1% | +109.7% | +80.8% |
| 3Y | +103.9% | -63.1% | +167.1% | +124.2% |
| 5Y | +20.8% | -90.4% | +111.1% | +64.6% |
| All | +20.8% | -90.3% | +111.0% | +64.6% |
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