+30.9%
DOCU vs NIO
-64.6%
+95.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +3.8% |
| 7D | +6.9% | -13.0% | +19.9% | +7.8% |
| 30D | +19.0% | -18.3% | +37.3% | +20.5% |
| 3M | +34.3% | -33.2% | +67.5% | +37.7% |
| 6M | +48.0% | -21.5% | +69.5% | +49.2% |
| YTD | 0.0% | -25.5% | +25.5% | +1.0% |
| 1Y | -10.3% | -38.0% | +27.7% | -8.4% |
| All | +30.9% | -64.6% | +95.5% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling