+8.6%
XLF vs NIO
-38.9%
+47.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.4% |
| 7D | -1.0% | -4.1% | +3.1% | -1.0% |
| 30D | -1.3% | -23.2% | +21.9% | -0.9% |
| 3M | +9.1% | -29.9% | +39.1% | +9.8% |
| 6M | +14.4% | -25.1% | +39.5% | +14.6% |
| YTD | +5.1% | -27.5% | +32.5% | +5.3% |
| 1Y | +8.6% | -41.1% | +49.7% | +10.1% |
| All | +8.6% | -38.9% | +47.6% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling