+20.4%
XLV vs NIO
-36.7%
+57.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.2% |
| 7D | -3.6% | -2.9% | -0.7% | -3.5% |
| 30D | -1.8% | -18.7% | +16.9% | -1.6% |
| 3M | +7.8% | -29.4% | +37.2% | +8.1% |
| 6M | +9.1% | -32.5% | +41.6% | +9.4% |
| YTD | +7.7% | -27.6% | +35.4% | +7.9% |
| 1Y | +20.4% | -39.2% | +59.6% | +21.8% |
| All | +20.4% | -36.7% | +57.1% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling