+65.9%
DUK vs NIO
-54.9%
+120.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +0.6% |
| 7D | +1.9% | +2.8% | -0.9% | +2.0% |
| 30D | +10.5% | -8.4% | +18.9% | +10.4% |
| 3M | +7.3% | -32.0% | +39.3% | +6.9% |
| 6M | +5.7% | -43.9% | +49.6% | +5.2% |
| YTD | +12.9% | -35.7% | +48.6% | +12.5% |
| 1Y | +8.6% | -51.1% | +59.7% | +8.1% |
| All | +65.9% | -54.9% | +120.8% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling