+156.0%
XLI vs NIO
-36.7%
+192.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | -1.1% | -13.0% | +12.0% | -0.2% |
| 30D | -5.9% | -18.3% | +12.3% | -4.8% |
| 3M | -0.3% | -33.2% | +33.0% | +2.2% |
| 6M | +0.1% | -21.5% | +21.6% | +1.2% |
| YTD | +13.6% | -25.5% | +39.1% | +15.0% |
| 1Y | +17.2% | -38.0% | +55.2% | +19.7% |
| 3Y | +68.2% | -65.5% | +133.7% | +73.5% |
| 5Y | +80.7% | -90.6% | +171.3% | +93.9% |
| All | +156.0% | -36.7% | +192.7% | +132.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling