+59.1%
DLTR vs NIO
-52.4%
+111.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.7% | -2.5% |
| 7D | +5.3% | -14.5% | +19.7% | +4.2% |
| 30D | +13.4% | -15.0% | +28.4% | +12.0% |
| 3M | +6.6% | -35.6% | +42.2% | +0.9% |
| 6M | +59.1% | -55.7% | +114.7% | +38.4% |
| All | +59.1% | -52.4% | +111.5% | +38.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling