+262.9%
NVDL vs NIO
-60.1%
+323.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -2.9% |
| 7D | -24.8% | -14.5% | -10.3% | -22.0% |
| 30D | -48.0% | -15.0% | -33.1% | -46.0% |
| 3M | -51.5% | -35.6% | -16.0% | -46.6% |
| 6M | -54.9% | -55.7% | +0.7% | -46.4% |
| YTD | -39.2% | -43.1% | +3.9% | -31.4% |
| 1Y | -41.1% | -53.5% | +12.4% | -31.4% |
| 3Y | +262.9% | -59.8% | +322.8% | +281.1% |
| All | +262.9% | -60.1% | +323.0% | +281.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling