+196.4%
DOCN vs NIO
-62.1%
+258.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.0% | -12.8% | -15.3% |
| 7D | -29.3% | -3.6% | -25.7% | -28.7% |
| 30D | -46.0% | -8.0% | -38.0% | -45.1% |
| 3M | -43.2% | -31.2% | -12.0% | -39.3% |
| 6M | -53.7% | -45.8% | -8.0% | -48.8% |
| YTD | +46.9% | -37.3% | +84.2% | +56.7% |
| 1Y | +54.3% | -56.1% | +110.4% | +74.7% |
| All | +196.4% | -62.1% | +258.6% | +217.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling