+183.8%
NVS vs NIO
-36.7%
+220.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.9% |
| 7D | +4.0% | -13.0% | +17.1% | +4.3% |
| 30D | +3.6% | -18.3% | +21.9% | +4.0% |
| 3M | +7.8% | -33.2% | +41.0% | +8.7% |
| 6M | -0.2% | -21.5% | +21.3% | +0.2% |
| YTD | +19.6% | -25.5% | +45.1% | +20.1% |
| 1Y | +28.4% | -38.0% | +66.4% | +29.2% |
| 3Y | +76.2% | -65.5% | +141.6% | +78.1% |
| 5Y | +111.1% | -90.6% | +201.7% | +116.6% |
| All | +183.8% | -36.7% | +220.4% | +176.7% |
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