+28.6%
ELV vs NIO
-38.9%
+67.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | -2.2% | -4.1% | +1.9% | -2.0% |
| 30D | -0.2% | -23.2% | +23.0% | +1.2% |
| 3M | -6.1% | -29.9% | +23.8% | -4.2% |
| 6M | +42.8% | -25.1% | +67.9% | +43.8% |
| YTD | +14.4% | -27.5% | +41.8% | +15.4% |
| 1Y | +28.6% | -41.1% | +69.7% | +32.6% |
| All | +28.6% | -38.9% | +67.6% | +32.6% |
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