+46.1%
DE vs NIO
-54.1%
+100.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | +1.6% |
| 7D | +5.6% | -0.6% | +6.2% | +5.6% |
| 30D | -0.8% | -3.5% | +2.7% | -0.8% |
| 3M | +9.8% | -30.7% | +40.5% | +10.3% |
| 6M | +17.5% | -45.6% | +63.2% | +19.2% |
| YTD | +46.5% | -35.3% | +81.8% | +47.5% |
| 1Y | +46.1% | -53.9% | +100.0% | +45.2% |
| All | +46.1% | -54.1% | +100.2% | +45.2% |
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 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