+92.4%
ROIV vs NIO
-54.1%
+146.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.6% | +5.7% |
| 7D | +3.0% | -0.6% | +3.6% | +3.1% |
| 30D | +6.8% | -3.5% | +10.4% | +7.2% |
| 3M | +10.5% | -30.7% | +41.2% | +14.7% |
| 6M | +34.8% | -45.6% | +80.4% | +44.0% |
| YTD | +76.2% | -35.3% | +111.5% | +78.4% |
| 1Y | +92.4% | -53.9% | +146.3% | +97.8% |
| All | +92.4% | -54.1% | +146.5% | +97.8% |
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