-37.4%
NIO vs NVDX
+13.6%
-51.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.2% | -2.4% |
| 7D | -7.3% | -8.6% | +1.4% | -5.6% |
| 30D | -22.5% | -1.4% | -21.1% | -22.8% |
| 3M | -30.9% | +10.6% | -41.5% | -33.9% |
| 6M | -37.2% | +20.2% | -57.3% | -42.7% |
| YTD | -29.8% | +11.8% | -41.6% | -35.7% |
| 1Y | -37.4% | +12.9% | -50.3% | -38.8% |
| All | -37.4% | +13.6% | -51.0% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling