-42.4%
NIO vs SUI
+49.1%
-91.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -13.0% | -2.8% | -10.2% | -11.9% |
| 30D | -18.3% | -1.2% | -17.1% | -17.9% |
| 3M | -33.2% | -1.7% | -31.5% | -33.0% |
| 6M | -21.5% | -10.5% | -11.0% | -18.0% |
| YTD | -25.5% | -1.8% | -23.7% | -25.6% |
| 1Y | -38.0% | -4.1% | -33.9% | -37.6% |
| 3Y | -65.5% | +11.3% | -76.7% | -68.4% |
| 5Y | -90.6% | -32.1% | -58.5% | -89.7% |
| All | -42.4% | +49.1% | -91.5% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling