-73.2%
DOCS vs NIO
-90.7%
+17.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.4% |
| 7D | -1.4% | -13.0% | +11.6% | +2.0% |
| 30D | +21.8% | -18.3% | +40.1% | +28.0% |
| 3M | +27.3% | -33.2% | +60.5% | +40.3% |
| 6M | -0.3% | -21.5% | +21.1% | +3.5% |
| YTD | -40.5% | -25.5% | -15.0% | -38.1% |
| 1Y | -61.5% | -38.0% | -23.5% | -58.3% |
| 3Y | +8.2% | -65.5% | +73.6% | +26.7% |
| All | -73.2% | -90.7% | +17.5% | -51.9% |
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