+19.6%
CDW vs NIO
-53.2%
+72.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.8% |
| 7D | +9.1% | -4.7% | +13.8% | +9.8% |
| 30D | +13.7% | -14.3% | +28.0% | +16.5% |
| 3M | +27.0% | -32.8% | +59.9% | +34.2% |
| 6M | +75.9% | -49.8% | +125.7% | +90.4% |
| YTD | +28.9% | -40.2% | +69.1% | +38.3% |
| 1Y | +19.6% | -52.7% | +72.3% | +34.5% |
| All | +19.6% | -53.2% | +72.8% | +34.5% |
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