+92.1%
ROIV vs NIO
-51.1%
+143.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.5% |
| 7D | +13.3% | +6.9% | +6.4% | +12.3% |
| 30D | +14.8% | -4.7% | +19.5% | +15.2% |
| 3M | +11.9% | -28.1% | +40.0% | +15.6% |
| 6M | +42.4% | -41.7% | +84.1% | +50.6% |
| YTD | +87.4% | -33.1% | +120.6% | +88.7% |
| All | +92.1% | -51.1% | +143.2% | +97.9% |
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