+28.7%
DOV vs NIO
-93.2%
+121.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.7% |
| 7D | +3.0% | -14.5% | +17.4% | +4.5% |
| 30D | +8.6% | -15.0% | +23.6% | +10.2% |
| 3M | +1.9% | -35.6% | +37.4% | +5.9% |
| 6M | -1.7% | -55.7% | +54.0% | +5.6% |
| YTD | +8.3% | -43.1% | +51.5% | +12.8% |
| 1Y | +16.6% | -53.5% | +70.1% | +23.7% |
| 3Y | +65.1% | -59.8% | +125.0% | +70.1% |
| All | +28.7% | -93.2% | +121.9% | +42.9% |
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