+35.9%
DRI vs NIO
-52.9%
+88.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | -0.5% |
| 7D | +4.2% | +2.8% | +1.4% | +4.2% |
| 30D | +15.7% | -8.4% | +24.1% | +15.6% |
| 3M | +5.8% | -32.0% | +37.7% | +5.0% |
| 6M | +18.4% | -43.9% | +62.4% | +17.2% |
| YTD | +28.2% | -35.7% | +63.9% | +26.6% |
| 1Y | +35.9% | -51.1% | +87.0% | +36.7% |
| All | +35.9% | -52.9% | +88.8% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling