-59.8%
NIO vs SUI
+16.8%
-76.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -3.6% | +8.8% | -12.4% | -5.8% |
| 30D | -8.0% | +8.9% | -17.0% | -10.3% |
| 3M | -31.2% | +2.0% | -33.2% | -31.7% |
| 6M | -45.8% | -0.6% | -45.1% | -45.9% |
| YTD | -37.3% | +1.3% | -38.6% | -38.0% |
| 1Y | -56.1% | +1.3% | -57.4% | -56.6% |
| All | -59.8% | +16.8% | -76.7% | -64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling