-22.7%
DIS vs NIO
-92.4%
+69.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +0.6% | -1.8% | +2.4% | +0.8% |
| 30D | +10.3% | -6.6% | +16.9% | +11.1% |
| 3M | +15.6% | -29.9% | +45.4% | +20.2% |
| 6M | +15.1% | -46.6% | +61.8% | +23.2% |
| YTD | +6.0% | -36.5% | +42.4% | +10.2% |
| 1Y | +5.7% | -51.1% | +56.8% | +13.4% |
| 3Y | +39.8% | -55.2% | +95.1% | +43.5% |
| All | -22.7% | -92.4% | +69.7% | -5.9% |
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