+96.4%
DE vs NIO
-90.3%
+186.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | +0.7% | -6.7% | +7.3% | +1.3% |
| 30D | +9.6% | -20.0% | +29.7% | +11.7% |
| 3M | +19.0% | -30.5% | +49.4% | +22.6% |
| 6M | +16.1% | -20.7% | +36.8% | +17.5% |
| YTD | +47.0% | -25.7% | +72.7% | +49.5% |
| 1Y | +43.1% | -38.6% | +81.7% | +47.4% |
| 3Y | +77.5% | -62.3% | +139.7% | +84.3% |
| 5Y | +96.4% | -90.1% | +186.4% | +125.1% |
| All | +96.4% | -90.3% | +186.7% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling