-63.7%
XYZ vs NIO
-93.2%
+29.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.9% | +7.7% | +4.5% |
| 7D | -1.1% | -14.5% | +13.4% | +4.1% |
| 30D | +11.5% | -15.0% | +26.5% | +17.7% |
| 3M | +1.8% | -35.6% | +37.3% | +17.3% |
| 6M | +21.2% | -55.7% | +76.9% | +56.8% |
| YTD | +29.9% | -43.1% | +73.1% | +50.2% |
| 1Y | +35.8% | -53.5% | +89.3% | +67.5% |
| 3Y | +62.6% | -59.8% | +122.4% | +77.5% |
| All | -63.7% | -93.2% | +29.5% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling