+57.5%
DIA vs NIO
-59.9%
+117.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.7% |
| 7D | -0.9% | +5.6% | -6.6% | -1.2% |
| 30D | +0.3% | -4.2% | +4.5% | +0.4% |
| 3M | -4.5% | -26.3% | +21.8% | -3.2% |
| 6M | +3.4% | -42.5% | +45.9% | +5.9% |
| YTD | +7.8% | -33.5% | +41.3% | +9.4% |
| 1Y | +10.7% | -52.7% | +63.4% | +14.1% |
| 3Y | +57.5% | -57.5% | +115.0% | +59.9% |
| All | +57.5% | -59.9% | +117.4% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling