+44.0%
DLTR vs NIO
-54.1%
+98.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.4% | +6.2% | +9.6% |
| 7D | +15.6% | -0.6% | +16.2% | +15.5% |
| 30D | +29.9% | -3.5% | +33.4% | +29.8% |
| 3M | +12.5% | -30.7% | +43.1% | +12.1% |
| 6M | +56.3% | -45.6% | +101.9% | +55.5% |
| YTD | +19.5% | -35.3% | +54.8% | +17.6% |
| 1Y | +44.0% | -53.9% | +97.9% | +45.2% |
| All | +44.0% | -54.1% | +98.1% | +45.2% |
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