+166.1%
XHB vs NIO
-36.8%
+203.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.4% |
| 7D | +0.2% | -6.7% | +6.8% | +0.8% |
| 30D | -9.1% | -20.0% | +11.0% | -7.3% |
| 3M | -2.3% | -30.5% | +28.1% | +0.6% |
| 6M | -4.1% | -20.7% | +16.6% | -2.8% |
| YTD | -1.7% | -25.7% | +24.0% | 0.0% |
| 1Y | -15.1% | -38.6% | +23.5% | -12.6% |
| 3Y | +26.8% | -62.3% | +89.1% | +31.3% |
| 5Y | +37.3% | -90.1% | +127.4% | +50.2% |
| All | +166.1% | -36.8% | +203.0% | +145.8% |
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