-51.1%
DOCS vs NIO
-92.6%
+41.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.0% | -1.3% | -3.5% |
| 7D | -1.3% | -3.6% | +2.3% | -0.4% |
| 30D | +19.4% | -8.0% | +27.4% | +21.9% |
| 3M | +53.4% | -31.2% | +84.6% | +68.0% |
| 6M | +28.8% | -45.8% | +74.5% | +48.6% |
| YTD | -25.1% | -37.3% | +12.2% | -18.8% |
| 1Y | -48.1% | -56.1% | +8.0% | -38.2% |
| 3Y | +51.4% | -61.1% | +112.5% | +67.5% |
| 5Y | -51.1% | -92.4% | +41.3% | -13.5% |
| All | -51.1% | -92.6% | +41.5% | -13.5% |
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