+46.4%
DE vs NIO
-53.4%
+99.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | +2.3% | -1.8% | +4.1% | +2.3% |
| 30D | +9.3% | -6.6% | +16.0% | +9.3% |
| 3M | +12.2% | -29.9% | +42.1% | +12.5% |
| 6M | +18.1% | -46.6% | +64.7% | +19.6% |
| YTD | +49.8% | -36.5% | +86.2% | +50.7% |
| 1Y | +46.4% | -51.1% | +97.5% | +43.3% |
| All | +46.4% | -53.4% | +99.8% | +43.3% |
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