+65.9%
VALE vs NIO
-51.7%
+117.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.1% |
| 7D | -3.2% | -14.5% | +11.3% | -1.4% |
| 30D | -15.1% | -15.0% | -0.1% | -13.5% |
| 3M | -18.7% | -35.6% | +16.9% | -14.5% |
| 6M | -31.5% | -55.7% | +24.2% | -24.9% |
| YTD | -11.4% | -43.1% | +31.7% | -6.2% |
| 1Y | -1.9% | -53.5% | +51.7% | +6.2% |
| 3Y | +1.7% | -59.8% | +61.5% | +7.1% |
| 5Y | +35.4% | -93.2% | +128.6% | +61.0% |
| All | +65.9% | -51.7% | +117.6% | +54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling