+10.5%
DOV vs NIO
-37.4%
+47.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.0% |
| 7D | +2.5% | -6.7% | +9.2% | +2.6% |
| 30D | -7.5% | -20.0% | +12.5% | -7.5% |
| 3M | -9.7% | -30.5% | +20.8% | -9.6% |
| 6M | -6.1% | -20.7% | +14.6% | -6.3% |
| YTD | +0.5% | -25.7% | +26.2% | +0.2% |
| 1Y | +10.5% | -38.6% | +49.1% | +10.6% |
| All | +10.5% | -37.4% | +47.9% | +10.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling