+39.0%
DVN vs NIO
-54.1%
+93.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.4% | -10.8% | -7.1% |
| 7D | -13.9% | -0.6% | -13.3% | -13.9% |
| 30D | -8.0% | -3.5% | -4.5% | -8.1% |
| 3M | +0.8% | -30.7% | +31.5% | -0.8% |
| 6M | -12.8% | -45.6% | +32.9% | -15.4% |
| YTD | +22.7% | -35.3% | +58.0% | +22.5% |
| 1Y | +39.0% | -53.9% | +92.9% | +42.5% |
| All | +39.0% | -54.1% | +93.1% | +42.5% |
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 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