+60.8%
DAL vs NIO
-46.7%
+107.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.0% | -1.3% | -4.0% |
| 7D | +4.6% | -3.6% | +8.2% | +5.0% |
| 30D | +2.3% | -8.0% | +10.4% | +3.4% |
| 3M | -8.1% | -31.2% | +23.1% | -4.1% |
| 6M | +21.4% | -45.8% | +67.2% | +29.9% |
| YTD | +24.3% | -37.3% | +61.6% | +29.8% |
| 1Y | +47.4% | -56.1% | +103.5% | +60.3% |
| 3Y | +164.6% | -61.1% | +225.7% | +176.9% |
| 5Y | +100.2% | -92.4% | +192.7% | +137.5% |
| All | +60.8% | -46.7% | +107.5% | +38.8% |
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