-63.9%
XYZ vs NIO
-92.1%
+28.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | -0.3% |
| 7D | +12.1% | +5.6% | +6.5% | +10.3% |
| 30D | +12.4% | -4.2% | +16.6% | +14.0% |
| 3M | +8.2% | -26.3% | +34.5% | +19.1% |
| 6M | +20.7% | -42.5% | +63.2% | +42.8% |
| YTD | +31.3% | -33.5% | +64.9% | +44.2% |
| 1Y | +20.5% | -52.7% | +73.2% | +48.3% |
| 3Y | +72.6% | -57.5% | +130.1% | +88.1% |
| All | -63.9% | -92.1% | +28.2% | -31.7% |
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