+227.1%
NVT vs NIO
-93.2%
+320.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.2% |
| 7D | +8.0% | -14.5% | +22.4% | +9.8% |
| 30D | -24.8% | -15.0% | -9.8% | -23.4% |
| 3M | -32.4% | -35.6% | +3.1% | -29.2% |
| 6M | -33.5% | -55.7% | +22.2% | -27.6% |
| YTD | +13.2% | -43.1% | +56.3% | +19.2% |
| 1Y | +9.0% | -53.5% | +62.5% | +17.1% |
| 3Y | +129.4% | -59.8% | +189.2% | +139.5% |
| All | +227.1% | -93.2% | +320.3% | +275.4% |
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 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