+108.3%
NVTS vs NIO
-37.5%
+145.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +9.7% | -6.7% | +16.3% | +12.5% |
| 30D | -13.6% | -20.0% | +6.4% | -6.1% |
| 3M | -51.0% | -30.5% | -20.5% | -43.8% |
| 6M | +46.3% | -20.7% | +67.1% | +53.4% |
| YTD | +68.1% | -25.7% | +93.8% | +80.8% |
| All | +108.3% | -37.5% | +145.8% | +146.1% |
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 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