+18.8%
NVDL vs NIO
-37.6%
+56.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.2% | -1.5% | -3.4% |
| 7D | -8.7% | -7.3% | -1.4% | -6.0% |
| 30D | -1.3% | -22.5% | +21.2% | +8.8% |
| 3M | +11.4% | -30.9% | +42.2% | +28.2% |
| 6M | +22.9% | -37.2% | +60.1% | +46.3% |
| YTD | +15.4% | -29.8% | +45.2% | +30.5% |
| 1Y | +18.8% | -37.4% | +56.2% | +57.7% |
| All | +18.8% | -37.6% | +56.4% | +57.7% |
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