-48.3%
NIO vs DAR
+175.2%
-223.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | -1.5% |
| 7D | +6.9% | -2.8% | +9.7% | +8.1% |
| 30D | -4.7% | -12.8% | +8.1% | +0.9% |
| 3M | -28.1% | -11.6% | -16.5% | -25.0% |
| 6M | -41.7% | -16.8% | -24.9% | -38.0% |
| YTD | -33.1% | +45.9% | -79.1% | -45.7% |
| 1Y | -50.3% | +61.5% | -111.8% | -61.7% |
| 3Y | -54.4% | +23.0% | -77.3% | -62.7% |
| 5Y | -91.6% | -35.8% | -55.8% | -90.5% |
| All | -48.3% | +175.2% | -223.5% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling