+71.9%
XBI vs NIO
-36.7%
+108.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | -0.1% |
| 7D | +0.9% | -13.0% | +13.9% | +2.7% |
| 30D | +7.1% | -18.3% | +25.3% | +9.8% |
| 3M | +22.9% | -33.2% | +56.1% | +29.1% |
| 6M | +29.7% | -21.5% | +51.2% | +32.6% |
| YTD | +34.5% | -25.5% | +60.0% | +38.1% |
| 1Y | +76.1% | -38.0% | +114.1% | +83.8% |
| 3Y | +103.2% | -65.5% | +168.6% | +117.2% |
| 5Y | +22.8% | -90.6% | +113.4% | +43.5% |
| All | +71.9% | -36.7% | +108.6% | +68.7% |
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 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