-38.4%
NIO vs SBAC
+0.2%
-38.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -13.0% | -0.8% | -12.3% | -13.0% |
| 30D | -18.3% | +6.9% | -25.2% | -18.9% |
| 3M | -33.2% | -8.2% | -25.0% | -32.4% |
| 6M | -21.5% | -1.6% | -19.8% | -21.5% |
| YTD | -25.5% | -0.1% | -25.4% | -25.0% |
| All | -38.4% | +0.2% | -38.6% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling