+107.2%
V vs NIO
-92.3%
+199.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.6% |
| 7D | +0.8% | +2.8% | -2.0% | +0.6% |
| 30D | +9.9% | -8.4% | +18.3% | +10.6% |
| 3M | +17.5% | -32.0% | +49.5% | +20.5% |
| 6M | +33.5% | -43.9% | +77.4% | +38.4% |
| YTD | +21.6% | -35.7% | +57.2% | +24.3% |
| 1Y | +27.6% | -51.1% | +78.7% | +33.0% |
| 3Y | +76.4% | -54.7% | +131.1% | +78.6% |
| All | +107.2% | -92.3% | +199.5% | +132.1% |
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