+55.0%
DDOG vs NIO
-90.7%
+145.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | -10.1% | -13.0% | +2.9% | -7.1% |
| 30D | -24.8% | -18.3% | -6.5% | -21.1% |
| 3M | -12.6% | -33.2% | +20.6% | -4.0% |
| 6M | +79.9% | -21.5% | +101.4% | +87.6% |
| YTD | +56.6% | -25.5% | +82.1% | +64.3% |
| 1Y | +61.6% | -38.0% | +99.6% | +75.0% |
| 3Y | +117.9% | -65.5% | +183.3% | +153.0% |
| All | +55.0% | -90.7% | +145.7% | +122.7% |
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