+402.8%
NVT vs NIO
-90.7%
+493.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.8% |
| 7D | +2.0% | -7.3% | +9.3% | +2.9% |
| 30D | -7.2% | -22.5% | +15.3% | -4.7% |
| 3M | -0.9% | -30.9% | +30.0% | +3.0% |
| 6M | +42.6% | -37.2% | +79.8% | +49.0% |
| YTD | +52.9% | -29.8% | +82.7% | +57.4% |
| 1Y | +64.5% | -37.4% | +101.9% | +71.0% |
| 3Y | +178.0% | -64.3% | +242.3% | +192.9% |
| 5Y | +402.8% | -90.6% | +493.4% | +479.9% |
| All | +402.8% | -90.7% | +493.5% | +479.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling