-1.4%
DOW vs NIO
-46.2%
+44.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.5% |
| 7D | -0.5% | -1.8% | +1.3% | -0.4% |
| 30D | +15.7% | -6.6% | +22.3% | +16.3% |
| 3M | +5.3% | -29.9% | +35.2% | +8.7% |
| 6M | -14.2% | -46.6% | +32.4% | -9.3% |
| YTD | +43.9% | -36.5% | +80.4% | +48.5% |
| 1Y | +53.1% | -51.1% | +104.2% | +61.9% |
| 3Y | -21.8% | -55.2% | +33.4% | -19.9% |
| 5Y | -28.3% | -92.3% | +64.0% | -18.4% |
| All | -1.4% | -46.2% | +44.8% | -3.0% |
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