+89.1%
DE vs NIO
-56.6%
+145.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.9% | -4.7% | +0.9% |
| 7D | -0.6% | +5.6% | -6.2% | -0.9% |
| 30D | +2.3% | -4.2% | +6.5% | +2.5% |
| 3M | +9.5% | -26.3% | +35.8% | +11.6% |
| 6M | +14.1% | -42.5% | +56.6% | +18.2% |
| YTD | +45.4% | -33.5% | +78.9% | +48.4% |
| 1Y | +42.9% | -52.7% | +95.6% | +49.8% |
| All | +89.1% | -56.6% | +145.8% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling