-30.2%
NVD vs NIO
-54.1%
+23.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.4% | +3.0% | +7.9% |
| 7D | +15.0% | -0.6% | +15.6% | +14.7% |
| 30D | +39.3% | -3.5% | +42.8% | +37.5% |
| 3M | +3.1% | -30.7% | +33.8% | -11.2% |
| 6M | -19.0% | -45.6% | +26.7% | -36.7% |
| YTD | -35.5% | -35.3% | -0.2% | -42.5% |
| 1Y | -30.2% | -53.9% | +23.7% | -37.5% |
| All | -30.2% | -54.1% | +23.9% | -37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling