-65.3%
NIO vs SNY
-9.7%
-55.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -7.3% | -3.6% | -3.6% | -6.2% |
| 30D | -22.5% | -1.9% | -20.6% | -22.0% |
| 3M | -30.9% | -2.0% | -28.9% | -30.6% |
| 6M | -37.2% | +2.5% | -39.7% | -38.1% |
| YTD | -29.8% | -7.0% | -22.8% | -28.6% |
| 1Y | -37.4% | -4.4% | -33.0% | -37.3% |
| All | -65.3% | -9.7% | -55.6% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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