+82.8%
XLI vs NIO
-90.3%
+173.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +1.0% | -6.7% | +7.6% | +1.5% |
| 30D | -5.8% | -20.0% | +14.2% | -4.2% |
| 3M | +0.7% | -30.5% | +31.2% | +3.4% |
| 6M | +3.2% | -20.7% | +23.9% | +4.4% |
| YTD | +13.0% | -25.7% | +38.7% | +14.8% |
| 1Y | +16.8% | -38.6% | +55.4% | +19.9% |
| 3Y | +72.4% | -62.3% | +134.7% | +78.6% |
| 5Y | +82.8% | -90.1% | +172.8% | +100.1% |
| All | +82.8% | -90.3% | +173.1% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling