-50.3%
NIO vs SUI
+50.4%
-100.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.4% |
| 7D | +2.8% | +3.4% | -0.6% | +1.3% |
| 30D | -8.4% | +4.6% | -13.0% | -10.5% |
| 3M | -32.0% | +1.6% | -33.5% | -32.7% |
| 6M | -43.9% | -3.5% | -40.5% | -43.7% |
| YTD | -35.7% | -1.0% | -34.7% | -36.3% |
| 1Y | -51.1% | -1.7% | -49.4% | -51.4% |
| 3Y | -54.7% | +18.4% | -73.1% | -59.9% |
| 5Y | -91.7% | -26.3% | -65.4% | -91.2% |
| All | -50.3% | +50.4% | -100.7% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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