-8.5%
DASH vs NIO
-54.3%
+45.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.1% | 0.0% |
| 7D | +0.4% | +5.6% | -5.2% | +0.5% |
| 30D | -6.0% | -4.2% | -1.8% | -6.4% |
| 3M | -15.8% | -26.3% | +10.6% | -17.5% |
| 6M | +7.0% | -42.5% | +49.5% | +2.6% |
| YTD | -20.7% | -33.5% | +12.9% | -21.1% |
| 1Y | -8.5% | -52.7% | +44.1% | -8.8% |
| All | -8.5% | -54.3% | +45.7% | -8.8% |
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 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