-1.4%
ELV vs NIO
-56.9%
+55.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.8% | +6.5% | +2.8% |
| 7D | +3.8% | +2.8% | +1.0% | +3.7% |
| 30D | +4.1% | -8.4% | +12.5% | +4.4% |
| 3M | +8.5% | -32.0% | +40.5% | +9.8% |
| 6M | +14.6% | -43.9% | +58.5% | +16.6% |
| YTD | +24.4% | -35.7% | +60.0% | +25.7% |
| 1Y | +44.2% | -51.1% | +95.4% | +46.8% |
| 3Y | -1.4% | -54.7% | +53.3% | -0.3% |
| All | -1.4% | -56.9% | +55.5% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling