+395.7%
XLK vs NIO
-51.7%
+447.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.9% | +2.9% | -1.5% |
| 7D | +3.4% | -14.5% | +17.8% | +4.9% |
| 30D | -10.6% | -15.0% | +4.4% | -9.2% |
| 3M | -10.6% | -35.6% | +24.9% | -6.9% |
| 6M | -3.5% | -55.7% | +52.2% | +4.0% |
| YTD | +18.7% | -43.1% | +61.8% | +24.3% |
| 1Y | +19.4% | -53.5% | +73.0% | +27.3% |
| 3Y | +94.5% | -59.8% | +154.3% | +101.7% |
| 5Y | +111.2% | -93.2% | +204.4% | +143.3% |
| All | +395.7% | -51.7% | +447.3% | +378.5% |
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