+71.1%
XLRE vs NIO
-36.7%
+107.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.6% |
| 7D | -1.2% | -13.0% | +11.8% | -0.5% |
| 30D | -2.8% | -18.3% | +15.5% | -1.8% |
| 3M | -0.2% | -33.2% | +33.0% | +1.8% |
| 6M | +1.9% | -21.5% | +23.4% | +2.8% |
| YTD | +10.6% | -25.5% | +36.1% | +11.7% |
| 1Y | +8.8% | -38.0% | +46.8% | +10.7% |
| 3Y | +31.5% | -65.5% | +97.0% | +34.8% |
| 5Y | +6.6% | -90.6% | +97.1% | +11.8% |
| All | +71.1% | -36.7% | +107.8% | +60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling