+128.9%
DIA vs NIO
-43.5%
+172.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.7% |
| 7D | -0.9% | +5.6% | -6.6% | -1.3% |
| 30D | +0.3% | -4.2% | +4.5% | +0.5% |
| 3M | -4.5% | -26.3% | +21.8% | -2.9% |
| 6M | +3.4% | -42.5% | +45.9% | +6.3% |
| YTD | +7.8% | -33.5% | +41.3% | +9.7% |
| 1Y | +10.7% | -52.7% | +63.4% | +14.8% |
| 3Y | +57.5% | -57.5% | +115.0% | +60.2% |
| 5Y | +53.7% | -92.0% | +145.7% | +65.3% |
| All | +128.9% | -43.5% | +172.4% | +112.5% |
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 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