+2,494.8%
NVDL vs NIO
-72.7%
+2,567.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.2% | -1.5% | -4.0% |
| 7D | -8.7% | -7.3% | -1.4% | -7.2% |
| 30D | -1.3% | -22.5% | +21.2% | +4.1% |
| 3M | +11.4% | -30.9% | +42.2% | +20.2% |
| 6M | +22.9% | -37.2% | +60.1% | +35.2% |
| YTD | +15.4% | -29.8% | +45.2% | +24.1% |
| 1Y | +18.8% | -37.4% | +56.2% | +30.0% |
| 3Y | +641.4% | -64.3% | +705.7% | +715.0% |
| All | +2,494.8% | -72.7% | +2,567.5% | +3,162.0% |
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 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