+179.9%
DAL vs NIO
-56.9%
+236.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.8% |
| 7D | +10.7% | +2.8% | +7.9% | +10.4% |
| 30D | +12.5% | -8.4% | +20.9% | +13.4% |
| 3M | +3.6% | -32.0% | +35.6% | +7.1% |
| 6M | +26.7% | -43.9% | +70.7% | +32.8% |
| YTD | +34.3% | -35.7% | +70.0% | +38.2% |
| 1Y | +59.1% | -51.1% | +110.2% | +67.8% |
| 3Y | +179.9% | -54.7% | +234.6% | +176.2% |
| All | +179.9% | -56.9% | +236.8% | +176.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling