+104.0%
XLU vs NIO
-36.7%
+140.7%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.1% |
| 7D | +0.8% | -13.0% | +13.9% | +1.1% |
| 30D | -1.3% | -18.3% | +17.0% | -1.0% |
| 3M | -1.3% | -33.2% | +31.9% | -0.6% |
| 6M | -7.6% | -21.5% | +13.8% | -7.4% |
| YTD | +2.3% | -25.5% | +27.8% | +2.7% |
| 1Y | +5.8% | -38.0% | +43.8% | +6.4% |
| 3Y | +50.5% | -65.5% | +116.0% | +51.6% |
| 5Y | +44.1% | -90.6% | +134.7% | +45.8% |
| All | +104.0% | -36.7% | +140.7% | +98.4% |
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