+1,122.0%
DELL vs NIO
-90.3%
+1,212.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +1.9% |
| 7D | +25.6% | -6.7% | +32.3% | +26.5% |
| 30D | +17.7% | -20.0% | +37.7% | +20.6% |
| 3M | +33.4% | -30.5% | +63.9% | +39.0% |
| 6M | +266.2% | -20.7% | +286.9% | +273.4% |
| YTD | +328.0% | -25.7% | +353.7% | +338.7% |
| 1Y | +339.6% | -38.6% | +378.2% | +359.7% |
| 3Y | +694.6% | -62.3% | +756.9% | +736.9% |
| 5Y | +1,122.0% | -90.1% | +1,212.1% | +1,233.2% |
| All | +1,122.0% | -90.3% | +1,212.3% | +1,233.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling