+50.7%
XRT vs NIO
-59.9%
+110.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.9% | -7.7% | -2.2% |
| 7D | +0.9% | +5.6% | -4.7% | +0.4% |
| 30D | +7.9% | -4.2% | +12.2% | +8.2% |
| 3M | -0.2% | -26.3% | +26.1% | +2.0% |
| 6M | +5.6% | -42.5% | +48.1% | +9.7% |
| YTD | +5.7% | -33.5% | +39.2% | +8.0% |
| 1Y | +14.6% | -52.7% | +67.2% | +20.5% |
| 3Y | +50.7% | -57.5% | +108.1% | +56.9% |
| All | +50.7% | -59.9% | +110.6% | +56.9% |
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