-50.3%
DOCS vs NIO
-91.7%
+41.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.4% |
| 7D | -1.4% | -13.0% | +11.6% | +2.1% |
| 30D | +21.8% | -18.3% | +40.1% | +28.2% |
| 3M | +27.3% | -33.2% | +60.5% | +40.6% |
| 6M | -0.3% | -21.5% | +21.1% | +3.6% |
| YTD | -40.5% | -25.5% | -15.0% | -38.0% |
| 1Y | -61.5% | -38.0% | -23.5% | -58.3% |
| 3Y | +8.2% | -65.5% | +73.6% | +26.8% |
| 5Y | -73.4% | -90.6% | +17.2% | -53.3% |
| All | -50.3% | -91.7% | +41.4% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling