+346.9%
DELL vs NIO
-38.9%
+385.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.6% | +0.6% |
| 7D | +8.7% | -4.1% | +12.9% | +9.4% |
| 30D | +16.9% | -23.2% | +40.1% | +21.6% |
| 3M | +40.4% | -29.9% | +70.4% | +48.1% |
| 6M | +267.1% | -25.1% | +292.2% | +280.4% |
| YTD | +329.1% | -27.5% | +356.5% | +346.9% |
| 1Y | +346.9% | -41.1% | +388.0% | +415.2% |
| All | +346.9% | -38.9% | +385.9% | +415.2% |
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