-24.4%
DOW vs NIO
-59.9%
+35.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.9% | -7.8% | -2.4% |
| 7D | -9.5% | +5.6% | -15.1% | -10.0% |
| 30D | +13.1% | -4.2% | +17.3% | +13.4% |
| 3M | +4.8% | -26.3% | +31.1% | +7.9% |
| 6M | -16.7% | -42.5% | +25.9% | -12.2% |
| YTD | +38.9% | -33.5% | +72.4% | +42.8% |
| 1Y | +48.3% | -52.7% | +100.9% | +59.1% |
| 3Y | -24.4% | -57.5% | +33.1% | -23.3% |
| All | -24.4% | -59.9% | +35.5% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling