+11.9%
NVS vs NIO
-37.6%
+49.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | 0.0% |
| 7D | -15.7% | -7.3% | -8.4% | -15.6% |
| 30D | -11.1% | -22.5% | +11.4% | -10.8% |
| 3M | -7.2% | -30.9% | +23.7% | -6.8% |
| 6M | -12.3% | -37.2% | +24.9% | -11.9% |
| YTD | +2.8% | -29.8% | +32.6% | +3.2% |
| 1Y | +11.9% | -37.4% | +49.4% | +13.6% |
| All | +11.9% | -37.6% | +49.6% | +13.6% |
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 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