+70.9%
NVT vs NIO
-37.4%
+108.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +2.8% |
| 7D | +5.1% | -13.0% | +18.1% | +7.2% |
| 30D | -3.7% | -18.3% | +14.6% | -1.0% |
| 3M | -10.1% | -33.2% | +23.1% | -4.8% |
| 6M | +37.5% | -21.5% | +58.9% | +40.3% |
| YTD | +53.7% | -25.5% | +79.2% | +57.9% |
| 1Y | +70.9% | -38.0% | +108.9% | +88.1% |
| All | +70.9% | -37.4% | +108.3% | +88.1% |
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 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