-11.0%
DHR vs NIO
-92.2%
+81.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.2% |
| 7D | -0.9% | +5.6% | -6.5% | -1.4% |
| 30D | +5.4% | -4.2% | +9.6% | +5.8% |
| 3M | +15.3% | -26.3% | +41.6% | +18.5% |
| 6M | +32.1% | -42.5% | +74.7% | +38.3% |
| YTD | +1.2% | -33.5% | +34.7% | +3.9% |
| 1Y | +10.1% | -52.7% | +62.8% | +16.7% |
| 3Y | +19.9% | -57.5% | +77.3% | +23.0% |
| All | -11.0% | -92.2% | +81.3% | +0.5% |
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