+2,788.3%
NVDL vs NIO
-71.0%
+2,859.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.0% |
| 7D | +11.7% | -13.0% | +24.7% | +14.9% |
| 30D | +7.8% | -18.3% | +26.1% | +12.4% |
| 3M | +3.3% | -33.2% | +36.5% | +12.5% |
| 6M | +38.9% | -21.5% | +60.4% | +45.8% |
| YTD | +28.5% | -25.5% | +54.0% | +36.3% |
| 1Y | +40.6% | -38.0% | +78.6% | +53.4% |
| 3Y | +648.7% | -65.5% | +714.2% | +728.8% |
| All | +2,788.3% | -71.0% | +2,859.3% | +3,483.8% |
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