+16.4%
ELV vs NIO
-90.3%
+106.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -0.3% | -6.7% | +6.4% | -0.1% |
| 30D | +2.0% | -20.0% | +22.0% | +2.6% |
| 3M | -3.5% | -30.5% | +27.0% | -2.5% |
| 6M | +40.2% | -20.7% | +60.9% | +40.8% |
| YTD | +15.8% | -25.7% | +41.5% | +16.5% |
| 1Y | +33.2% | -38.6% | +71.7% | +34.4% |
| 3Y | -6.2% | -62.3% | +56.0% | -5.2% |
| 5Y | +16.4% | -90.1% | +106.5% | +25.5% |
| All | +16.4% | -90.3% | +106.7% | +25.5% |
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