+26.4%
V vs NIO
-54.3%
+80.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | -0.1% |
| 7D | +2.2% | +5.6% | -3.4% | +2.1% |
| 30D | +13.6% | -4.2% | +17.8% | +13.5% |
| 3M | +14.3% | -26.3% | +40.6% | +14.1% |
| 6M | +33.1% | -42.5% | +75.6% | +33.0% |
| YTD | +21.2% | -33.5% | +54.8% | +21.5% |
| 1Y | +26.4% | -52.7% | +79.1% | +28.5% |
| All | +26.4% | -54.3% | +80.7% | +28.5% |
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