+11.3%
DOCU vs NIO
-56.1%
+67.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.1% | -2.0% |
| 7D | -3.2% | -3.6% | +0.4% | -3.3% |
| 30D | +15.7% | -8.0% | +23.7% | +15.4% |
| 3M | +37.3% | -31.2% | +68.5% | +36.5% |
| 6M | +63.1% | -45.8% | +108.9% | +61.2% |
| YTD | +15.4% | -37.3% | +52.6% | +15.0% |
| 1Y | +11.3% | -56.1% | +67.4% | +16.3% |
| All | +11.3% | -56.1% | +67.4% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling