+120.7%
XLK vs NIO
-64.4%
+185.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +2.3% | -4.1% | +6.5% | +2.7% |
| 30D | +0.8% | -23.2% | +24.1% | +3.1% |
| 3M | +4.1% | -29.9% | +34.0% | +7.1% |
| 6M | +34.8% | -25.1% | +59.9% | +37.6% |
| YTD | +30.8% | -27.5% | +58.3% | +33.7% |
| 1Y | +42.4% | -41.1% | +83.4% | +47.4% |
| All | +120.7% | -64.4% | +185.0% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling