-10.9%
DOW vs NIO
-38.5%
+27.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -6.0% | -4.1% | -1.9% | -5.6% |
| 30D | -2.7% | -23.2% | +20.5% | -0.3% |
| 3M | -10.5% | -29.9% | +19.5% | -7.5% |
| 6M | -12.4% | -25.1% | +12.7% | -10.7% |
| YTD | +30.0% | -27.5% | +57.5% | +32.7% |
| 1Y | +27.8% | -41.1% | +68.9% | +32.7% |
| 3Y | -34.9% | -63.1% | +28.2% | -32.2% |
| 5Y | -35.9% | -90.4% | +54.5% | -28.5% |
| All | -10.9% | -38.5% | +27.6% | -13.3% |
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