+1.2%
DIS vs NIO
-36.7%
+37.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.6% |
| 7D | -2.6% | -13.0% | +10.5% | -1.6% |
| 30D | +3.5% | -18.3% | +21.8% | +5.0% |
| 3M | +6.8% | -33.2% | +40.0% | +9.9% |
| 6M | +3.0% | -21.5% | +24.5% | +4.2% |
| YTD | -6.7% | -25.5% | +18.8% | -5.3% |
| 1Y | -10.1% | -38.0% | +27.9% | -7.8% |
| 3Y | +33.0% | -65.5% | +98.5% | +38.1% |
| 5Y | -40.0% | -90.6% | +50.6% | -35.0% |
| All | +1.2% | -36.7% | +37.9% | -4.4% |
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 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