-10.8%
DOW vs NIO
-36.9%
+26.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.5% | -2.9% |
| 7D | -2.4% | -13.0% | +10.7% | -1.1% |
| 30D | +0.4% | -18.3% | +18.7% | +2.3% |
| 3M | -14.4% | -33.2% | +18.8% | -11.1% |
| 6M | -7.0% | -21.5% | +14.5% | -5.6% |
| YTD | +30.2% | -25.5% | +55.7% | +32.5% |
| 1Y | +29.2% | -38.0% | +67.2% | +33.4% |
| 3Y | -36.7% | -65.5% | +28.7% | -33.6% |
| 5Y | -37.7% | -90.6% | +52.9% | -30.4% |
| All | -10.8% | -36.9% | +26.1% | -13.4% |
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