+128.3%
VALE vs NIO
-38.3%
+166.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | -1.8% | -4.1% | +2.3% | -1.4% |
| 30D | +6.7% | -23.2% | +29.9% | +9.9% |
| 3M | +4.9% | -29.9% | +34.8% | +9.2% |
| 6M | +3.6% | -25.1% | +28.7% | +6.5% |
| YTD | +21.9% | -27.5% | +49.3% | +25.5% |
| 1Y | +61.6% | -41.1% | +102.6% | +69.5% |
| 3Y | +52.1% | -63.1% | +115.3% | +60.9% |
| 5Y | +43.2% | -90.4% | +133.6% | +63.9% |
| All | +128.3% | -38.3% | +166.6% | +106.1% |
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 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