+311.9%
ROIV vs NIO
-62.1%
+374.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.0% | -1.2% | -3.9% |
| 7D | -2.4% | -3.6% | +1.2% | -2.0% |
| 30D | +3.1% | -8.0% | +11.1% | +4.0% |
| 3M | +5.8% | -31.2% | +37.0% | +9.9% |
| 6M | +29.3% | -45.8% | +75.1% | +37.3% |
| YTD | +68.8% | -37.3% | +106.0% | +75.2% |
| 1Y | +81.0% | -56.1% | +137.1% | +94.7% |
| All | +311.9% | -62.1% | +374.1% | +345.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling