+1,399.5%
DELL vs NIO
-49.2%
+1,448.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.2% |
| 7D | +17.1% | -4.7% | +21.8% | +17.6% |
| 30D | -35.1% | -14.3% | -20.7% | -34.2% |
| 3M | -23.3% | -32.8% | +9.5% | -20.7% |
| 6M | +55.8% | -49.8% | +105.6% | +64.7% |
| YTD | +198.0% | -40.2% | +238.2% | +208.9% |
| 1Y | +166.6% | -52.7% | +219.3% | +181.6% |
| 3Y | +427.6% | -57.9% | +485.5% | +443.8% |
| 5Y | +630.6% | -92.9% | +723.5% | +716.6% |
| All | +1,399.5% | -49.2% | +1,448.6% | +1,276.9% |
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