-51.9%
NIO vs NVDX
+815.5%
-867.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.2% |
| 7D | -4.1% | -0.9% | -3.3% | -4.1% |
| 30D | -23.2% | +3.0% | -26.2% | -23.7% |
| 3M | -29.9% | +6.8% | -36.7% | -31.0% |
| 6M | -25.1% | +28.6% | -53.7% | -27.8% |
| YTD | -27.5% | +17.0% | -44.4% | -29.7% |
| 1Y | -41.1% | +27.0% | -68.1% | -43.4% |
| All | -51.9% | +815.5% | -867.4% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling