-29.5%
DIS vs NIO
-92.0%
+62.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | +0.5% |
| 7D | +4.4% | +2.8% | +1.6% | +4.0% |
| 30D | +10.3% | -8.4% | +18.7% | +11.4% |
| 3M | +15.5% | -32.0% | +47.5% | +20.5% |
| 6M | +11.2% | -43.9% | +55.1% | +18.1% |
| YTD | +5.6% | -35.7% | +41.3% | +9.6% |
| 1Y | +7.7% | -51.1% | +58.9% | +15.4% |
| 3Y | +39.3% | -54.7% | +94.0% | +42.7% |
| 5Y | -29.5% | -91.7% | +62.2% | -20.4% |
| All | -29.5% | -92.0% | +62.5% | -20.4% |
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