+24.9%
DOV vs NIO
-92.1%
+116.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.9% | -5.3% | +0.1% |
| 7D | -1.9% | +5.6% | -7.5% | -2.4% |
| 30D | +8.3% | -4.2% | +12.5% | +8.6% |
| 3M | -3.1% | -26.3% | +23.2% | -0.5% |
| 6M | -9.8% | -42.5% | +32.7% | -5.6% |
| YTD | +5.2% | -33.5% | +38.7% | +8.0% |
| 1Y | +15.3% | -52.7% | +68.0% | +22.2% |
| 3Y | +58.8% | -57.5% | +116.2% | +62.9% |
| All | +24.9% | -92.1% | +116.9% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling