+146.8%
DOV vs NIO
-36.7%
+183.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -2.7% | -13.0% | +10.4% | -1.7% |
| 30D | -8.1% | -18.3% | +10.2% | -6.8% |
| 3M | -9.4% | -33.2% | +23.8% | -7.0% |
| 6M | -12.6% | -21.5% | +8.9% | -11.7% |
| YTD | -0.5% | -25.5% | +25.0% | +0.8% |
| 1Y | +9.2% | -38.0% | +47.3% | +11.7% |
| 3Y | +34.1% | -65.5% | +99.6% | +38.5% |
| 5Y | +17.3% | -90.6% | +107.8% | +26.0% |
| All | +146.8% | -36.7% | +183.4% | +120.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling