-6.1%
NVD vs NIO
-53.2%
+47.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -5.9% | +14.9% | +6.2% |
| 7D | +17.0% | -4.7% | +21.7% | +15.0% |
| 30D | +77.3% | -14.3% | +91.6% | +66.7% |
| 3M | +61.6% | -32.8% | +94.4% | +37.4% |
| 6M | +40.7% | -49.8% | +90.5% | +5.7% |
| YTD | -10.5% | -40.2% | +29.7% | -22.7% |
| 1Y | -6.1% | -52.7% | +46.6% | -24.0% |
| All | -6.1% | -53.2% | +47.1% | -24.0% |
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