+8.5%
XLRE vs NIO
-93.2%
+101.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.4% |
| 7D | +0.8% | -14.5% | +15.3% | +2.1% |
| 30D | +6.9% | -15.0% | +21.9% | +8.3% |
| 3M | -0.8% | -35.6% | +34.7% | +2.5% |
| 6M | +2.1% | -55.7% | +57.8% | +8.4% |
| YTD | +12.6% | -43.1% | +55.7% | +16.7% |
| 1Y | +12.5% | -53.5% | +66.0% | +18.4% |
| 3Y | +44.2% | -59.8% | +104.0% | +48.1% |
| All | +8.5% | -93.2% | +101.7% | +20.5% |
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 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