+426.9%
DE vs NIO
-36.7%
+463.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.4% | 0.0% |
| 7D | +10.0% | -13.0% | +23.1% | +11.1% |
| 30D | +13.3% | -18.3% | +31.6% | +14.9% |
| 3M | +17.5% | -33.2% | +50.7% | +20.9% |
| 6M | +13.6% | -21.5% | +35.1% | +14.9% |
| YTD | +49.8% | -25.5% | +75.3% | +52.0% |
| 1Y | +47.9% | -38.0% | +85.9% | +51.4% |
| 3Y | +72.5% | -65.5% | +138.0% | +78.9% |
| 5Y | +90.2% | -90.6% | +180.8% | +107.4% |
| All | +426.9% | -36.7% | +463.6% | +382.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling