+10.4%
DBX vs NIO
-90.7%
+101.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.3% |
| 7D | -2.4% | -13.0% | +10.6% | -0.9% |
| 30D | -0.5% | -18.3% | +17.8% | +1.7% |
| 3M | +28.1% | -33.2% | +61.3% | +33.8% |
| 6M | +33.1% | -21.5% | +54.6% | +35.3% |
| YTD | +25.3% | -25.5% | +50.8% | +27.9% |
| 1Y | +18.3% | -38.0% | +56.4% | +22.7% |
| 3Y | +25.0% | -65.5% | +90.5% | +34.9% |
| All | +10.4% | -90.7% | +101.1% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling