+22.9%
DLTR vs NIO
-38.9%
+61.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.2% | -4.5% |
| 7D | -10.2% | -4.1% | -6.1% | -10.2% |
| 30D | -8.5% | -23.2% | +14.7% | -8.4% |
| 3M | +5.6% | -29.9% | +35.5% | +5.7% |
| 6M | +2.2% | -25.1% | +27.3% | +0.7% |
| YTD | -3.8% | -27.5% | +23.7% | -4.9% |
| 1Y | +22.9% | -41.1% | +64.0% | +23.7% |
| All | +22.9% | -38.9% | +61.9% | +23.7% |
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