-4.9%
DT vs NIO
-50.3%
+45.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.7% |
| 7D | -5.4% | -1.8% | -3.6% | -5.5% |
| 30D | -32.2% | -6.6% | -25.6% | -32.4% |
| 3M | -10.9% | -29.9% | +19.0% | -12.9% |
| 6M | +10.0% | -46.6% | +56.6% | +5.0% |
| YTD | +2.1% | -36.5% | +38.5% | -0.4% |
| All | -4.9% | -50.3% | +45.4% | -4.2% |
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 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