-11.1%
NVO vs NIO
-55.0%
+43.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.3% | +2.5% |
| 7D | +3.3% | -14.5% | +17.7% | +3.5% |
| 30D | +9.2% | -15.0% | +24.2% | +9.4% |
| 3M | -9.8% | -35.6% | +25.8% | -9.9% |
| 6M | -10.4% | -55.7% | +45.2% | -11.0% |
| YTD | -14.1% | -43.1% | +29.0% | -14.0% |
| 1Y | -11.1% | -53.5% | +42.4% | -10.9% |
| All | -11.1% | -55.0% | +43.9% | -10.9% |
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