+246.3%
DHI vs NIO
-38.5%
+284.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.5% |
| 7D | -3.4% | -2.9% | -0.5% | -3.2% |
| 30D | -5.4% | -18.7% | +13.3% | -3.9% |
| 3M | -10.4% | -29.4% | +19.0% | -8.1% |
| 6M | -2.8% | -32.5% | +29.8% | -0.3% |
| YTD | -3.4% | -27.6% | +24.2% | -1.7% |
| 1Y | -22.9% | -39.2% | +16.3% | -20.8% |
| 3Y | +20.7% | -64.3% | +85.0% | +24.9% |
| 5Y | +62.1% | -90.3% | +152.4% | +74.6% |
| All | +246.3% | -38.5% | +284.8% | +235.0% |
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