+129.2%
DRI vs NIO
-36.7%
+165.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | +0.6% | -13.0% | +13.6% | +1.6% |
| 30D | +3.8% | -18.3% | +22.1% | +5.3% |
| 3M | +13.0% | -33.2% | +46.2% | +16.2% |
| 6M | +8.3% | -21.5% | +29.8% | +9.5% |
| YTD | +20.6% | -25.5% | +46.1% | +22.2% |
| 1Y | +6.5% | -38.0% | +44.5% | +9.0% |
| 3Y | +53.7% | -65.5% | +119.2% | +59.5% |
| 5Y | +72.7% | -90.6% | +163.3% | +90.3% |
| All | +129.2% | -36.7% | +165.8% | +93.2% |
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 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