+59.5%
DIA vs NIO
-58.0%
+117.5%
-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% | +5.5% | -0.1% |
| 7D | +1.6% | -4.7% | +6.3% | +1.8% |
| 30D | +1.2% | -14.3% | +15.6% | +2.0% |
| 3M | -2.4% | -32.8% | +30.4% | -0.6% |
| 6M | +5.7% | -49.8% | +55.5% | +9.0% |
| YTD | +9.9% | -40.2% | +50.1% | +12.1% |
| 1Y | +9.8% | -52.7% | +62.5% | +13.2% |
| All | +59.5% | -58.0% | +117.5% | +61.9% |
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