-21.5%
NIO vs EFV
+11.9%
-33.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.4% |
| 7D | -13.0% | +1.5% | -14.5% | -14.4% |
| 30D | -18.3% | +1.7% | -20.0% | -19.8% |
| 3M | -33.2% | +8.6% | -41.9% | -39.0% |
| 6M | -21.5% | +11.7% | -33.2% | -30.8% |
| All | -21.5% | +11.9% | -33.4% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 6mo: compounded portfolio wealth divided by compounded EFV 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…
6mo analysis · Full analysis span regression · 6 months rolling