+51.9%
VRSK vs NIO
-36.8%
+88.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.3% | -5.5% |
| 7D | -9.7% | -6.7% | -3.1% | -9.5% |
| 30D | -8.5% | -20.0% | +11.5% | -7.9% |
| 3M | -1.7% | -30.5% | +28.8% | -0.6% |
| 6M | -17.9% | -20.7% | +2.8% | -17.6% |
| YTD | -21.1% | -25.7% | +4.6% | -20.7% |
| 1Y | -35.1% | -38.6% | +3.4% | -34.5% |
| 3Y | -26.7% | -62.3% | +35.6% | -25.8% |
| 5Y | -12.0% | -90.1% | +78.0% | -9.2% |
| All | +51.9% | -36.8% | +88.8% | +45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling