+159.9%
DELL vs NIO
-55.0%
+214.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.9% | -2.3% | -6.3% |
| 7D | +4.9% | -14.5% | +19.3% | +7.8% |
| 30D | -32.1% | -15.0% | -17.1% | -30.1% |
| 3M | -30.2% | -35.6% | +5.3% | -25.7% |
| 6M | +41.7% | -55.7% | +97.4% | +57.2% |
| YTD | +176.6% | -43.1% | +219.7% | +203.1% |
| 1Y | +159.9% | -53.5% | +213.5% | +215.2% |
| All | +159.9% | -55.0% | +214.9% | +215.2% |
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