+43.9%
DE vs NIO
-55.0%
+98.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.7% |
| 7D | +0.3% | -14.5% | +14.7% | +0.4% |
| 30D | +3.6% | -15.0% | +18.5% | +3.6% |
| 3M | +10.2% | -35.6% | +45.8% | +10.5% |
| 6M | +16.6% | -55.7% | +72.2% | +18.3% |
| YTD | +45.8% | -43.1% | +89.0% | +46.8% |
| 1Y | +43.9% | -53.5% | +97.4% | +42.3% |
| All | +43.9% | -55.0% | +98.9% | +42.3% |
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