+88.3%
DT vs NIO
-11.6%
+99.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +2.4% |
| 7D | +2.7% | -4.7% | +7.4% | +3.4% |
| 30D | -30.4% | -14.3% | -16.0% | -28.8% |
| 3M | -9.4% | -32.8% | +23.4% | -4.1% |
| 6M | +14.5% | -49.8% | +64.3% | +25.9% |
| YTD | +3.6% | -40.2% | +43.8% | +9.4% |
| 1Y | -3.4% | -52.7% | +49.3% | +5.7% |
| 3Y | -11.1% | -57.9% | +46.8% | -8.0% |
| 5Y | -39.5% | -92.9% | +53.4% | -21.4% |
| All | +88.3% | -11.6% | +99.9% | +87.5% |
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