+106.7%
XLV vs NIO
-36.8%
+143.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.5% |
| 7D | -2.6% | -6.7% | +4.0% | -2.4% |
| 30D | +0.9% | -20.0% | +20.9% | +1.7% |
| 3M | +10.0% | -30.5% | +40.4% | +11.4% |
| 6M | +10.4% | -20.7% | +31.1% | +11.0% |
| YTD | +8.9% | -25.7% | +34.6% | +9.7% |
| 1Y | +23.4% | -38.6% | +61.9% | +24.9% |
| 3Y | +33.1% | -62.3% | +95.3% | +35.0% |
| 5Y | +33.3% | -90.1% | +123.3% | +38.7% |
| All | +106.7% | -36.8% | +143.6% | +95.6% |
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