-98.6%
NVD vs NIO
-70.9%
-27.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -3.8% | +14.7% | +10.0% |
| 7D | +43.9% | +2.8% | +41.1% | +45.1% |
| 30D | +74.0% | -8.4% | +82.4% | +71.5% |
| 3M | +48.3% | -32.0% | +80.3% | +37.8% |
| 6M | +30.3% | -43.9% | +74.3% | +17.3% |
| YTD | -12.9% | -35.7% | +22.8% | -17.8% |
| 1Y | -4.0% | -51.1% | +47.1% | -13.0% |
| 3Y | -98.5% | -54.7% | -43.8% | -98.4% |
| All | -98.6% | -70.9% | -27.7% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling