+57.9%
DIA vs NIO
-93.2%
+151.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.5% |
| 7D | +2.1% | -14.5% | +16.6% | +3.2% |
| 30D | +1.5% | -15.0% | +16.4% | +2.6% |
| 3M | -2.4% | -35.6% | +33.1% | +0.4% |
| 6M | +6.0% | -55.7% | +61.6% | +11.6% |
| YTD | +10.1% | -43.1% | +53.2% | +13.6% |
| 1Y | +11.8% | -53.5% | +65.3% | +16.9% |
| 3Y | +59.7% | -59.8% | +119.5% | +63.5% |
| All | +57.9% | -93.2% | +151.1% | +75.9% |
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 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