+50.6%
DAL vs NIO
-36.7%
+87.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.0% |
| 7D | +0.1% | -13.0% | +13.2% | +1.8% |
| 30D | -13.9% | -18.3% | +4.4% | -11.9% |
| 3M | +1.1% | -33.2% | +34.3% | +5.8% |
| 6M | +26.2% | -21.5% | +47.7% | +28.7% |
| YTD | +16.4% | -25.5% | +41.9% | +19.2% |
| 1Y | +33.9% | -38.0% | +71.9% | +39.1% |
| 3Y | +93.4% | -65.5% | +158.8% | +104.9% |
| 5Y | +106.4% | -90.6% | +196.9% | +138.3% |
| All | +50.6% | -36.7% | +87.3% | +27.4% |
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