-92.2%
NIO vs DAR
-41.1%
-51.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.4% |
| 7D | +5.6% | -9.9% | +15.5% | +10.3% |
| 30D | -4.2% | -16.4% | +12.1% | +2.8% |
| 3M | -26.3% | -17.1% | -9.2% | -21.2% |
| 6M | -42.5% | -20.5% | -22.1% | -37.8% |
| YTD | -33.5% | +39.4% | -72.9% | -45.1% |
| 1Y | -52.7% | +57.2% | -109.9% | -63.2% |
| 3Y | -57.5% | +13.9% | -71.3% | -63.8% |
| All | -92.2% | -41.1% | -51.1% | -90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling