+39.6%
DUK vs NIO
-90.3%
+129.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.7% |
| 7D | -0.1% | -4.1% | +4.0% | -0.1% |
| 30D | +0.2% | -23.2% | +23.5% | +0.3% |
| 3M | -1.9% | -29.9% | +28.0% | -1.8% |
| 6M | -6.5% | -25.1% | +18.6% | -6.5% |
| YTD | +5.4% | -27.5% | +32.9% | +5.5% |
| 1Y | +3.6% | -41.1% | +44.6% | +3.7% |
| 3Y | +48.1% | -63.1% | +111.3% | +48.4% |
| 5Y | +39.6% | -90.4% | +129.9% | +34.9% |
| All | +39.6% | -90.3% | +129.8% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling