+116.3%
XLK vs NIO
-92.4%
+208.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.4% |
| 7D | -1.2% | -1.8% | +0.6% | -1.0% |
| 30D | -11.2% | -6.6% | -4.6% | -10.4% |
| 3M | -6.2% | -29.9% | +23.7% | -1.9% |
| 6M | -1.7% | -46.6% | +44.9% | +6.1% |
| YTD | +21.5% | -36.5% | +58.0% | +27.5% |
| 1Y | +19.6% | -51.1% | +70.8% | +29.5% |
| 3Y | +97.9% | -55.2% | +153.2% | +104.9% |
| All | +116.3% | -92.4% | +208.7% | +172.2% |
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