-90.6%
NIO vs DAR
-11.0%
-79.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -13.0% | +1.4% | -14.4% | -13.7% |
| 30D | -18.3% | +12.8% | -31.1% | -23.0% |
| 3M | -33.2% | +7.4% | -40.6% | -35.9% |
| 6M | -21.5% | +22.3% | -43.7% | -29.4% |
| YTD | -25.5% | +81.1% | -106.6% | -44.6% |
| 1Y | -38.0% | +106.5% | -144.5% | -57.2% |
| 3Y | -65.5% | +5.3% | -70.8% | -67.0% |
| All | -90.6% | -11.0% | -79.7% | -90.4% |
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