-50.9%
NIO vs DAR
+183.8%
-234.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -3.5% |
| 7D | -1.8% | +3.6% | -5.4% | -3.5% |
| 30D | -6.6% | -11.3% | +4.6% | -1.9% |
| 3M | -29.9% | -13.1% | -16.8% | -26.3% |
| 6M | -46.6% | -15.1% | -31.5% | -43.8% |
| YTD | -36.5% | +50.5% | -87.0% | -49.2% |
| 1Y | -51.1% | +57.9% | -109.0% | -61.9% |
| 3Y | -55.2% | +28.9% | -84.2% | -64.3% |
| 5Y | -92.3% | -31.4% | -60.9% | -91.5% |
| All | -50.9% | +183.8% | -234.7% | -73.1% |
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