+550.5%
NVT vs NIO
-36.7%
+587.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +2.7% |
| 7D | +5.1% | -13.0% | +18.1% | +6.4% |
| 30D | -3.7% | -18.3% | +14.6% | -2.1% |
| 3M | -10.1% | -33.2% | +23.1% | -7.0% |
| 6M | +37.5% | -21.5% | +58.9% | +39.7% |
| YTD | +53.7% | -25.5% | +79.2% | +56.7% |
| 1Y | +70.9% | -38.0% | +108.9% | +76.4% |
| 3Y | +180.4% | -65.5% | +245.9% | +193.3% |
| 5Y | +393.5% | -90.6% | +484.1% | +447.0% |
| All | +550.5% | -36.7% | +587.2% | +455.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling