+127.9%
NVO vs NIO
-36.7%
+164.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.9% |
| 7D | +2.2% | -13.0% | +15.2% | +2.7% |
| 30D | +6.0% | -18.3% | +24.3% | +6.7% |
| 3M | +7.9% | -33.2% | +41.1% | +9.3% |
| 6M | +27.1% | -21.5% | +48.6% | +27.8% |
| YTD | -3.8% | -25.5% | +21.7% | -3.2% |
| 1Y | -12.8% | -38.0% | +25.2% | -11.8% |
| 3Y | -46.3% | -65.5% | +19.2% | -45.5% |
| 5Y | +3.6% | -90.6% | +94.2% | +7.1% |
| All | +127.9% | -36.7% | +164.5% | +127.1% |
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 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