+138.1%
DIA vs NIO
-36.7%
+174.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | -0.2% | -13.0% | +12.9% | +0.6% |
| 30D | -1.5% | -18.3% | +16.8% | -0.4% |
| 3M | +3.8% | -33.2% | +37.0% | +6.0% |
| 6M | +10.3% | -21.5% | +31.8% | +11.3% |
| YTD | +12.1% | -25.5% | +37.6% | +13.4% |
| 1Y | +18.6% | -38.0% | +56.7% | +20.9% |
| 3Y | +60.6% | -65.5% | +126.1% | +65.1% |
| 5Y | +64.4% | -90.6% | +155.0% | +75.3% |
| All | +138.1% | -36.7% | +174.8% | +119.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling