+172.5%
DOV vs NIO
-43.2%
+215.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.4% |
| 7D | -1.4% | +6.9% | -8.3% | -1.8% |
| 30D | +12.8% | -4.7% | +17.5% | +13.1% |
| 3M | +1.1% | -28.1% | +29.2% | +3.4% |
| 6M | -2.6% | -41.7% | +39.1% | +0.7% |
| YTD | +9.9% | -33.1% | +43.0% | +12.1% |
| 1Y | +19.3% | -50.3% | +69.6% | +24.2% |
| 3Y | +68.4% | -54.4% | +122.7% | +71.0% |
| 5Y | +29.1% | -91.6% | +120.7% | +39.9% |
| All | +172.5% | -43.2% | +215.6% | +145.2% |
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