+36.6%
VALE vs NIO
-90.7%
+127.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | 0.0% |
| 7D | +1.6% | -13.0% | +14.6% | +3.9% |
| 30D | +5.1% | -18.3% | +23.4% | +8.5% |
| 3M | -0.4% | -33.2% | +32.8% | +6.1% |
| 6M | -2.2% | -21.5% | +19.3% | +0.7% |
| YTD | +20.5% | -25.5% | +46.0% | +24.8% |
| 1Y | +61.2% | -38.0% | +99.2% | +70.6% |
| 3Y | +43.1% | -65.5% | +108.6% | +56.8% |
| All | +36.6% | -90.7% | +127.3% | +84.7% |
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 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