+8.9%
DOCS vs NIO
-64.6%
+73.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.6% |
| 7D | -1.4% | -13.0% | +11.6% | -0.1% |
| 30D | +21.8% | -18.3% | +40.1% | +24.1% |
| 3M | +27.3% | -33.2% | +60.5% | +31.9% |
| 6M | -0.3% | -21.5% | +21.1% | +1.2% |
| YTD | -40.5% | -25.5% | -15.0% | -39.4% |
| 1Y | -61.5% | -38.0% | -23.5% | -60.0% |
| All | +8.9% | -64.6% | +73.5% | +18.1% |
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