+11.0%
XLI vs NIO
-53.2%
+64.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.5% |
| 7D | +4.3% | -4.7% | +9.0% | +4.6% |
| 30D | +0.5% | -14.3% | +14.8% | +1.4% |
| 3M | -8.6% | -32.8% | +24.2% | -6.5% |
| 6M | -2.3% | -49.8% | +47.5% | +1.7% |
| YTD | +10.1% | -40.2% | +50.3% | +12.7% |
| 1Y | +11.0% | -52.7% | +63.7% | +17.1% |
| All | +11.0% | -53.2% | +64.2% | +17.1% |
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