+32.4%
XLY vs NIO
-65.5%
+98.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.1% |
| 7D | -3.9% | -7.3% | +3.4% | -3.2% |
| 30D | -6.1% | -22.5% | +16.4% | -3.9% |
| 3M | -1.2% | -30.9% | +29.7% | +2.2% |
| 6M | -1.8% | -37.2% | +35.4% | +2.0% |
| YTD | -5.9% | -29.8% | +23.9% | -3.5% |
| 1Y | -3.1% | -37.4% | +34.3% | 0.0% |
| All | +32.4% | -65.5% | +98.0% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling