+247.8%
DHI vs NIO
-36.8%
+284.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.0% |
| 7D | -2.0% | -6.7% | +4.6% | -1.5% |
| 30D | -8.3% | -20.0% | +11.7% | -6.8% |
| 3M | -3.7% | -30.5% | +26.7% | -1.1% |
| 6M | -5.4% | -20.7% | +15.3% | -4.3% |
| YTD | -3.0% | -25.7% | +22.7% | -1.5% |
| 1Y | -23.8% | -38.6% | +14.7% | -21.9% |
| 3Y | +21.8% | -62.3% | +84.0% | +25.5% |
| 5Y | +59.6% | -90.1% | +149.7% | +71.5% |
| All | +247.8% | -36.8% | +284.6% | +235.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling