-59.8%
NIO vs NVDX
+265.5%
-325.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -4.5% |
| 7D | -14.5% | -24.7% | +10.3% | -12.1% |
| 30D | -15.0% | -48.2% | +33.2% | -9.7% |
| 3M | -35.6% | -51.9% | +16.3% | -31.3% |
| 6M | -55.7% | -55.6% | 0.0% | -52.7% |
| YTD | -43.1% | -41.5% | -1.6% | -41.2% |
| 1Y | -53.5% | -44.0% | -9.5% | -51.9% |
| 3Y | -59.8% | +262.2% | -322.0% | -58.6% |
| All | -59.8% | +265.5% | -325.3% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling