+115.2%
NVO vs NIO
-40.3%
+155.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.1% |
| 7D | -7.4% | -7.3% | -0.1% | -7.1% |
| 30D | -5.5% | -22.5% | +17.0% | -4.7% |
| 3M | +4.1% | -30.9% | +35.0% | +5.4% |
| 6M | +19.3% | -37.2% | +56.5% | +21.0% |
| YTD | -9.2% | -29.8% | +20.6% | -8.4% |
| 1Y | -15.0% | -37.4% | +22.4% | -14.0% |
| 3Y | -50.9% | -64.3% | +13.5% | -50.1% |
| 5Y | -0.9% | -90.6% | +89.7% | +2.6% |
| All | +115.2% | -40.3% | +155.5% | +115.0% |
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