+100.6%
XRT vs NIO
-46.0%
+146.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | -1.4% | -1.8% | +0.4% | -1.3% |
| 30D | +9.8% | -6.6% | +16.4% | +10.5% |
| 3M | +3.3% | -29.9% | +33.1% | +6.9% |
| 6M | +13.6% | -46.6% | +60.2% | +20.6% |
| YTD | +9.1% | -36.5% | +45.5% | +12.9% |
| 1Y | +15.1% | -51.1% | +66.2% | +22.3% |
| 3Y | +59.9% | -55.2% | +115.2% | +64.0% |
| 5Y | -1.7% | -92.3% | +90.6% | +13.1% |
| All | +100.6% | -46.0% | +146.6% | +90.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling