-59.8%
NIO vs DTE
+57.1%
-117.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.0% |
| 7D | -14.5% | +3.4% | -17.9% | -14.9% |
| 30D | -15.0% | +8.9% | -23.8% | -16.0% |
| 3M | -35.6% | +1.1% | -36.6% | -35.6% |
| 6M | -55.7% | +0.1% | -55.7% | -55.9% |
| YTD | -43.1% | +11.1% | -54.2% | -44.8% |
| 1Y | -53.5% | +4.9% | -58.5% | -54.2% |
| 3Y | -59.8% | +58.6% | -118.4% | -65.5% |
| All | -59.8% | +57.1% | -117.0% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 3y: compounded portfolio wealth divided by compounded DTE 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…
3y analysis · Full analysis span regression · 6 months rolling