-50.9%
NIO vs SBAC
+32.1%
-83.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -1.8% | -2.8% | +1.0% | -0.8% |
| 30D | -6.6% | +3.1% | -9.7% | -7.9% |
| 3M | -29.9% | +5.1% | -35.0% | -31.4% |
| 6M | -46.6% | -11.4% | -35.2% | -44.8% |
| YTD | -36.5% | +0.2% | -36.7% | -38.0% |
| 1Y | -51.1% | -3.9% | -47.2% | -51.4% |
| 3Y | -55.2% | -7.7% | -47.6% | -55.8% |
| 5Y | -92.3% | -39.7% | -52.6% | -91.1% |
| All | -50.9% | +32.1% | -83.0% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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