-92.2%
NIO vs SUI
-26.3%
-65.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.8% |
| 7D | +5.6% | +6.2% | -0.6% | +1.7% |
| 30D | -4.2% | +8.6% | -12.8% | -9.5% |
| 3M | -26.3% | +1.0% | -27.3% | -27.3% |
| 6M | -42.5% | -2.6% | -39.9% | -42.5% |
| YTD | -33.5% | -0.1% | -33.4% | -35.0% |
| 1Y | -52.7% | +0.5% | -53.1% | -53.9% |
| 3Y | -57.5% | +15.3% | -72.7% | -65.3% |
| All | -92.2% | -26.3% | -65.9% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling