+147.2%
XLI vs NIO
-51.7%
+198.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | -0.1% |
| 7D | +3.8% | -14.5% | +18.2% | +4.8% |
| 30D | +1.0% | -15.0% | +16.0% | +2.0% |
| 3M | -8.9% | -35.6% | +26.6% | -6.5% |
| 6M | -2.3% | -55.7% | +53.4% | +2.5% |
| YTD | +9.7% | -43.1% | +52.8% | +12.9% |
| 1Y | +12.3% | -53.5% | +65.8% | +17.0% |
| 3Y | +71.5% | -59.8% | +131.3% | +75.3% |
| 5Y | +70.2% | -93.2% | +163.4% | +86.4% |
| All | +147.2% | -51.7% | +198.9% | +128.4% |
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