+10.5%
DLR vs NIO
-53.4%
+63.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.2% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | +0.5% | -6.6% | +7.2% | +1.1% |
| 3M | -4.4% | -29.9% | +25.4% | -2.3% |
| 6M | -6.4% | -46.6% | +40.2% | -1.8% |
| YTD | +19.5% | -36.5% | +55.9% | +21.8% |
| 1Y | +10.5% | -51.1% | +61.7% | +18.3% |
| All | +10.5% | -53.4% | +63.9% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling