+411.6%
ROIV vs NIO
-92.1%
+503.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.9% | +0.2% | +5.2% |
| 7D | +5.3% | +5.6% | -0.3% | +4.5% |
| 30D | +11.9% | -4.2% | +16.1% | +12.6% |
| 3M | +10.7% | -26.3% | +37.0% | +16.0% |
| 6M | +34.9% | -42.5% | +77.4% | +46.4% |
| YTD | +79.2% | -33.5% | +112.7% | +88.2% |
| 1Y | +89.0% | -52.7% | +141.7% | +109.4% |
| 3Y | +337.3% | -57.5% | +394.8% | +362.2% |
| All | +411.6% | -92.1% | +503.6% | +454.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling