+67.0%
DRI vs NIO
-59.9%
+126.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.9% | -7.0% | -1.1% |
| 7D | +2.8% | +5.6% | -2.8% | +2.7% |
| 30D | +13.3% | -4.2% | +17.5% | +13.3% |
| 3M | +8.2% | -26.3% | +34.5% | +8.7% |
| 6M | +17.5% | -42.5% | +60.1% | +18.6% |
| YTD | +26.9% | -33.5% | +60.4% | +27.4% |
| 1Y | +31.6% | -52.7% | +84.2% | +33.2% |
| 3Y | +67.0% | -57.5% | +124.4% | +70.2% |
| All | +67.0% | -59.9% | +126.8% | +70.2% |
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