+3,372.2%
NVDA vs NIO
-36.7%
+3,408.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.1% |
| 7D | +5.9% | -13.0% | +18.9% | +8.2% |
| 30D | +5.1% | -18.3% | +23.4% | +8.4% |
| 3M | +5.4% | -33.2% | +38.6% | +12.1% |
| 6M | +26.0% | -21.5% | +47.5% | +29.8% |
| YTD | +23.7% | -25.5% | +49.2% | +28.2% |
| 1Y | +34.4% | -38.0% | +72.4% | +42.3% |
| 3Y | +375.8% | -65.5% | +441.3% | +416.8% |
| 5Y | +911.8% | -90.6% | +1,002.3% | +1,150.9% |
| All | +3,372.2% | -36.7% | +3,408.8% | +3,341.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling