+2,059.3%
DELL vs NIO
-38.3%
+2,097.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.6% | +0.5% |
| 7D | +8.7% | -4.1% | +12.9% | +9.1% |
| 30D | +16.9% | -23.2% | +40.1% | +19.4% |
| 3M | +40.4% | -29.9% | +70.4% | +44.5% |
| 6M | +267.1% | -25.1% | +292.2% | +273.9% |
| YTD | +329.1% | -27.5% | +356.5% | +337.5% |
| 1Y | +346.9% | -41.1% | +388.0% | +362.8% |
| 3Y | +696.6% | -63.1% | +759.8% | +725.9% |
| 5Y | +1,106.2% | -90.4% | +1,196.6% | +1,216.1% |
| All | +2,059.3% | -38.3% | +2,097.7% | +1,850.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling