+70.8%
NVT vs NIO
-36.7%
+107.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.6% | +4.1% |
| 7D | +4.1% | -2.9% | +7.0% | +4.6% |
| 30D | -5.1% | -18.7% | +13.6% | -1.9% |
| 3M | -1.2% | -29.4% | +28.3% | +4.6% |
| 6M | +46.6% | -32.5% | +79.1% | +54.1% |
| YTD | +60.0% | -27.6% | +87.6% | +65.5% |
| 1Y | +70.8% | -39.2% | +110.0% | +86.4% |
| All | +70.8% | -36.7% | +107.5% | +86.4% |
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