-39.6%
NIO vs SPY
+19.3%
-59.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.4% |
| 7D | -6.7% | +0.5% | -7.2% | -7.4% |
| 30D | -20.0% | -0.9% | -19.1% | -19.1% |
| 3M | -30.5% | +3.9% | -34.3% | -34.2% |
| 6M | -20.7% | +14.5% | -35.2% | -36.8% |
| YTD | -25.7% | +12.9% | -38.6% | -40.0% |
| All | -39.6% | +19.3% | -59.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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