+82.8%
DRI vs NIO
-93.2%
+176.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.7% |
| 7D | +1.1% | -14.5% | +15.5% | +2.2% |
| 30D | +9.7% | -15.0% | +24.7% | +10.9% |
| 3M | +3.2% | -35.6% | +38.7% | +6.4% |
| 6M | +20.6% | -55.7% | +76.2% | +27.5% |
| YTD | +28.3% | -43.1% | +71.4% | +32.3% |
| 1Y | +34.5% | -53.5% | +88.1% | +40.9% |
| 3Y | +66.5% | -59.8% | +126.4% | +70.6% |
| All | +82.8% | -93.2% | +176.0% | +116.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling