+59.4%
DHI vs NIO
-90.7%
+150.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -2.0% |
| 7D | -6.1% | -7.3% | +1.1% | -5.3% |
| 30D | -10.1% | -22.5% | +12.4% | -7.3% |
| 3M | -7.3% | -30.9% | +23.6% | -3.3% |
| 6M | -6.1% | -37.2% | +31.1% | -1.5% |
| YTD | -5.0% | -29.8% | +24.8% | -2.1% |
| 1Y | -22.1% | -37.4% | +15.3% | -19.2% |
| 3Y | +19.2% | -64.3% | +83.6% | +26.6% |
| 5Y | +59.4% | -90.6% | +150.0% | +77.9% |
| All | +59.4% | -90.7% | +150.1% | +77.9% |
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 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