+44.2%
DE vs NIO
-38.9%
+83.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.5% |
| 7D | -3.0% | -4.1% | +1.1% | -3.0% |
| 30D | +11.1% | -23.2% | +34.4% | +11.6% |
| 3M | +17.6% | -29.9% | +47.5% | +18.4% |
| 6M | +13.6% | -25.1% | +38.7% | +14.5% |
| YTD | +46.3% | -27.5% | +73.7% | +47.3% |
| 1Y | +44.2% | -41.1% | +85.3% | +46.2% |
| All | +44.2% | -38.9% | +83.1% | +46.2% |
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