+67.8%
IVV vs NIO
-92.6%
+160.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.4% | -4.1% |
| 7D | -4.8% | -3.6% | -1.1% | -4.4% |
| 30D | -5.9% | -8.0% | +2.1% | -5.2% |
| 3M | -4.5% | -31.2% | +26.7% | -1.3% |
| 6M | +1.8% | -45.8% | +47.6% | +7.4% |
| YTD | +8.4% | -37.3% | +45.6% | +12.2% |
| 1Y | +9.4% | -56.1% | +65.5% | +16.9% |
| 3Y | +75.3% | -61.1% | +136.4% | +82.3% |
| 5Y | +67.8% | -92.4% | +160.2% | +93.8% |
| All | +67.8% | -92.6% | +160.4% | +93.8% |
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