+180.7%
NVT vs NIO
-64.4%
+245.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.2% |
| 7D | +7.0% | -4.1% | +11.1% | +7.5% |
| 30D | -2.3% | -23.2% | +20.9% | +0.5% |
| 3M | -3.1% | -29.9% | +26.8% | +0.7% |
| 6M | +47.0% | -25.1% | +72.1% | +50.7% |
| YTD | +56.2% | -27.5% | +83.7% | +60.4% |
| 1Y | +74.5% | -41.1% | +115.6% | +82.5% |
| All | +180.7% | -64.4% | +245.1% | +197.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling