+35.7%
DOCU vs NIO
-43.5%
+79.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.9% | -7.6% | -2.6% |
| 7D | -5.5% | +5.6% | -11.2% | -6.4% |
| 30D | +12.6% | -4.2% | +16.9% | +13.2% |
| 3M | +36.4% | -26.3% | +62.7% | +42.5% |
| 6M | +66.8% | -42.5% | +109.3% | +80.6% |
| YTD | +13.5% | -33.5% | +47.0% | +18.4% |
| 1Y | +11.3% | -52.7% | +64.0% | +22.6% |
| 3Y | +92.1% | -57.5% | +149.5% | +99.7% |
| 5Y | -71.0% | -92.0% | +21.0% | -63.1% |
| All | +35.7% | -43.5% | +79.2% | +54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling