+70.0%
ELV vs NIO
-36.7%
+106.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.7% |
| 7D | +3.3% | -13.0% | +16.4% | +3.8% |
| 30D | +4.2% | -18.3% | +22.4% | +4.9% |
| 3M | -0.1% | -33.2% | +33.1% | +1.4% |
| 6M | +41.3% | -21.5% | +62.7% | +42.1% |
| YTD | +17.4% | -25.5% | +42.9% | +18.3% |
| 1Y | +35.1% | -38.0% | +73.1% | +36.7% |
| 3Y | -3.2% | -65.5% | +62.2% | -1.4% |
| 5Y | +15.6% | -90.6% | +106.2% | +21.5% |
| All | +70.0% | -36.7% | +106.7% | +50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling