-21.2%
XYL vs NIO
-37.4%
+16.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.0% |
| 7D | +1.8% | -6.7% | +8.4% | +2.0% |
| 30D | -9.2% | -20.0% | +10.8% | -8.5% |
| 3M | -0.3% | -30.5% | +30.2% | +1.1% |
| 6M | -11.0% | -20.7% | +9.8% | -11.0% |
| YTD | -19.2% | -25.7% | +6.5% | -19.1% |
| 1Y | -21.2% | -38.6% | +17.4% | -19.3% |
| All | -21.2% | -37.4% | +16.1% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling