-6.9%
DT vs NIO
-52.9%
+46.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -1.2% |
| 7D | -7.5% | +2.8% | -10.3% | -7.4% |
| 30D | -31.5% | -8.4% | -23.1% | -31.8% |
| 3M | -14.0% | -32.0% | +17.9% | -16.1% |
| 6M | +6.9% | -43.9% | +50.8% | +2.3% |
| YTD | +0.3% | -35.7% | +36.0% | -2.0% |
| 1Y | -6.9% | -51.1% | +44.2% | -5.2% |
| All | -6.9% | -52.9% | +46.0% | -5.2% |
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