+319.1%
DELL vs NIO
-37.4%
+356.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | +14.9% | -13.0% | +27.9% | +17.2% |
| 30D | +13.3% | -18.3% | +31.6% | +16.7% |
| 3M | +24.4% | -33.2% | +57.6% | +32.0% |
| 6M | +258.0% | -21.5% | +279.5% | +267.9% |
| YTD | +320.2% | -25.5% | +345.7% | +335.6% |
| 1Y | +319.1% | -38.0% | +357.1% | +380.4% |
| All | +319.1% | -37.4% | +356.5% | +380.4% |
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