-51.3%
NVO vs NIO
-64.4%
+13.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.2% |
| 7D | -4.7% | -4.1% | -0.6% | -4.6% |
| 30D | -5.4% | -23.2% | +17.8% | -4.5% |
| 3M | +7.0% | -29.9% | +36.9% | +8.4% |
| 6M | +17.6% | -25.1% | +42.7% | +18.6% |
| YTD | -8.0% | -27.5% | +19.4% | -7.3% |
| 1Y | -13.8% | -41.1% | +27.2% | -12.4% |
| All | -51.3% | -64.4% | +13.1% | -50.6% |
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