-2.1%
VALE vs NIO
-53.2%
+51.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.9% | +3.3% | -1.8% |
| 7D | -1.5% | -4.7% | +3.2% | -0.8% |
| 30D | -15.6% | -14.3% | -1.3% | -14.0% |
| 3M | -19.5% | -32.8% | +13.3% | -15.6% |
| 6M | -31.9% | -49.8% | +18.0% | -25.7% |
| YTD | -11.0% | -40.2% | +29.2% | -4.4% |
| 1Y | -2.1% | -52.7% | +50.6% | +6.7% |
| All | -2.1% | -53.2% | +51.1% | +6.7% |
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