+149.1%
XLI vs NIO
-40.3%
+189.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.5% |
| 7D | -2.3% | -7.3% | +5.0% | -1.8% |
| 30D | -8.2% | -22.5% | +14.4% | -6.7% |
| 3M | +0.8% | -30.9% | +31.7% | +3.0% |
| 6M | +0.8% | -37.2% | +38.0% | +3.4% |
| YTD | +10.5% | -29.8% | +40.3% | +12.4% |
| 1Y | +14.1% | -37.4% | +51.5% | +16.5% |
| 3Y | +68.6% | -64.3% | +132.9% | +73.5% |
| 5Y | +80.4% | -90.6% | +171.0% | +93.7% |
| All | +149.1% | -40.3% | +189.5% | +127.3% |
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