+919.8%
NVDA vs NIO
-90.7%
+1,010.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.2% |
| 7D | +5.9% | -13.0% | +18.9% | +9.1% |
| 30D | +5.1% | -18.3% | +23.4% | +9.7% |
| 3M | +5.4% | -33.2% | +38.6% | +14.9% |
| 6M | +26.0% | -21.5% | +47.5% | +31.1% |
| YTD | +23.7% | -25.5% | +49.2% | +30.0% |
| 1Y | +34.4% | -38.0% | +72.4% | +45.3% |
| 3Y | +375.8% | -65.5% | +441.3% | +445.3% |
| All | +919.8% | -90.7% | +1,010.5% | +1,519.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling