+85.7%
XRT vs NIO
-36.8%
+122.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -0.3% | -6.7% | +6.4% | +0.4% |
| 30D | -5.6% | -20.0% | +14.4% | -3.5% |
| 3M | +2.5% | -30.5% | +33.0% | +6.3% |
| 6M | +3.7% | -20.7% | +24.4% | +5.2% |
| YTD | +1.0% | -25.7% | +26.7% | +3.0% |
| 1Y | -1.2% | -38.6% | +37.4% | +2.3% |
| 3Y | +43.4% | -62.3% | +105.6% | +49.5% |
| 5Y | -0.7% | -90.1% | +89.3% | +11.6% |
| All | +85.7% | -36.8% | +122.5% | +73.8% |
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 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