+32.8%
DPZ vs NIO
-46.7%
+79.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.4% |
| 7D | +9.5% | -3.6% | +13.1% | +9.7% |
| 30D | +12.8% | -8.0% | +20.8% | +13.3% |
| 3M | -6.2% | -31.2% | +24.9% | -4.3% |
| 6M | +4.3% | -45.8% | +50.0% | +7.6% |
| YTD | -16.6% | -37.3% | +20.7% | -14.9% |
| 1Y | -12.8% | -56.1% | +43.3% | -9.3% |
| 3Y | -0.8% | -61.1% | +60.3% | +1.2% |
| 5Y | -25.8% | -92.4% | +66.6% | -20.4% |
| All | +32.8% | -46.7% | +79.4% | +24.9% |
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