+54.1%
SAN vs NIO
-37.4%
+91.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +3.3% | -6.7% | +10.0% | +4.4% |
| 30D | +1.1% | -20.0% | +21.1% | +4.6% |
| 3M | +22.2% | -30.5% | +52.7% | +29.1% |
| 6M | +36.0% | -20.7% | +56.7% | +40.2% |
| YTD | +28.2% | -25.7% | +53.9% | +32.7% |
| 1Y | +54.1% | -38.6% | +92.7% | +65.8% |
| All | +54.1% | -37.4% | +91.5% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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