-0.2%
NVTS vs NIO
-51.1%
+50.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.6% | +10.7% | +11.0% |
| 7D | +20.8% | +6.9% | +13.9% | +17.8% |
| 30D | -11.1% | -4.7% | -6.4% | -8.9% |
| 3M | -31.0% | -28.1% | -3.0% | -21.6% |
| 6M | -47.4% | -41.7% | -5.7% | -35.8% |
| YTD | +34.2% | -33.1% | +67.3% | +49.9% |
| All | -0.2% | -51.1% | +50.9% | +43.9% |
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 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