+71.2%
VALE vs NIO
-45.3%
+116.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.6% | -2.8% |
| 7D | +5.5% | +2.8% | +2.6% | +5.1% |
| 30D | -15.0% | -8.4% | -6.6% | -14.1% |
| 3M | -20.0% | -32.0% | +11.9% | -16.4% |
| 6M | -28.4% | -43.9% | +15.6% | -23.7% |
| YTD | -8.6% | -35.7% | +27.1% | -4.6% |
| 1Y | +2.0% | -51.1% | +53.1% | +9.6% |
| 3Y | +4.1% | -54.7% | +58.8% | +8.0% |
| 5Y | +46.4% | -91.7% | +138.1% | +70.5% |
| All | +71.2% | -45.3% | +116.5% | +56.6% |
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