+61.1%
XRT vs NIO
-55.4%
+116.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +10.3% |
| 3M | +3.3% | -29.9% | +33.1% | +6.0% |
| 6M | +13.6% | -46.6% | +60.2% | +18.7% |
| YTD | +9.1% | -36.5% | +45.5% | +11.8% |
| 1Y | +15.1% | -51.1% | +66.2% | +20.6% |
| All | +61.1% | -55.4% | +116.5% | +63.6% |
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 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