-64.6%
XYZ vs NIO
-92.6%
+28.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -3.1% |
| 7D | +9.2% | -3.6% | +12.8% | +10.7% |
| 30D | +9.8% | -8.0% | +17.8% | +12.9% |
| 3M | -0.2% | -31.2% | +31.0% | +12.5% |
| 6M | +18.0% | -45.8% | +63.7% | +42.3% |
| YTD | +29.1% | -37.3% | +66.4% | +44.6% |
| 1Y | +14.1% | -56.1% | +70.2% | +44.2% |
| 3Y | +72.6% | -61.1% | +133.8% | +94.8% |
| 5Y | -64.6% | -92.4% | +27.8% | -32.9% |
| All | -64.6% | -92.6% | +28.1% | -32.9% |
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 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