-61.5%
DOCS vs NIO
-37.4%
-24.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.7% |
| 7D | -1.4% | -13.0% | +11.6% | -0.5% |
| 30D | +21.8% | -18.3% | +40.1% | +23.5% |
| 3M | +27.3% | -33.2% | +60.5% | +29.8% |
| 6M | -0.3% | -21.5% | +21.1% | +0.8% |
| YTD | -40.5% | -25.5% | -15.0% | -39.1% |
| 1Y | -61.5% | -38.0% | -23.5% | -56.2% |
| All | -61.5% | -37.4% | -24.1% | -56.2% |
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