+54.3%
DOCN vs NIO
-56.1%
+110.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.0% | -12.8% | -15.2% |
| 7D | -29.3% | -3.6% | -25.7% | -28.6% |
| 30D | -46.0% | -8.0% | -38.0% | -44.9% |
| 3M | -43.2% | -31.2% | -12.0% | -39.5% |
| 6M | -53.7% | -45.8% | -8.0% | -49.2% |
| YTD | +46.9% | -37.3% | +84.2% | +54.6% |
| 1Y | +54.3% | -56.1% | +110.4% | +69.6% |
| All | +54.3% | -56.1% | +110.4% | +69.6% |
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