+8.1%
XLRE vs NIO
-90.3%
+98.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -0.7% | -4.1% | +3.4% | -0.4% |
| 30D | -2.2% | -23.2% | +21.0% | -0.3% |
| 3M | -2.6% | -29.9% | +27.3% | -0.1% |
| 6M | +2.6% | -25.1% | +27.7% | +4.2% |
| YTD | +9.3% | -27.5% | +36.7% | +11.1% |
| 1Y | +7.2% | -41.1% | +48.3% | +10.4% |
| 3Y | +31.3% | -63.1% | +94.5% | +36.4% |
| 5Y | +8.1% | -90.4% | +98.5% | +15.7% |
| All | +8.1% | -90.3% | +98.4% | +15.7% |
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 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