+60.1%
DOCN vs NIO
-90.7%
+150.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.3% |
| 7D | +1.1% | -13.0% | +14.2% | +5.7% |
| 30D | -9.6% | -18.3% | +8.6% | -3.6% |
| 3M | -37.7% | -33.2% | -4.5% | -29.2% |
| 6M | +115.2% | -21.5% | +136.7% | +126.7% |
| YTD | +133.7% | -25.5% | +159.2% | +148.3% |
| 1Y | +250.2% | -38.0% | +288.2% | +288.8% |
| 3Y | +320.3% | -65.5% | +385.7% | +409.1% |
| All | +60.1% | -90.7% | +150.8% | +202.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling