+126.9%
DHR vs NIO
-38.3%
+165.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | 0.0% |
| 7D | -2.4% | -4.1% | +1.7% | -2.2% |
| 30D | -2.2% | -23.2% | +21.1% | -0.6% |
| 3M | +9.0% | -29.9% | +38.9% | +11.3% |
| 6M | +3.5% | -25.1% | +28.6% | +4.8% |
| YTD | -10.1% | -27.5% | +17.3% | -8.9% |
| 1Y | +6.2% | -41.1% | +47.3% | +8.7% |
| 3Y | -5.4% | -63.1% | +57.8% | -3.0% |
| 5Y | -27.9% | -90.4% | +62.5% | -23.4% |
| All | +126.9% | -38.3% | +165.3% | +120.2% |
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 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