+93.9%
DINO vs NIO
-36.7%
+130.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | +5.7% | -13.0% | +18.8% | +6.6% |
| 30D | +27.8% | -18.3% | +46.1% | +29.4% |
| 3M | +45.6% | -33.2% | +78.8% | +49.3% |
| 6M | +88.5% | -21.5% | +109.9% | +90.2% |
| YTD | +134.1% | -25.5% | +159.6% | +136.8% |
| 1Y | +111.1% | -38.0% | +149.1% | +115.6% |
| 3Y | +109.1% | -65.5% | +174.6% | +116.0% |
| 5Y | +307.2% | -90.6% | +397.8% | +343.9% |
| All | +93.9% | -36.7% | +130.6% | +71.1% |
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