+344.0%
SAN vs NIO
-64.6%
+408.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | +1.8% | -13.0% | +14.8% | +3.2% |
| 30D | +2.0% | -18.3% | +20.3% | +4.0% |
| 3M | +19.7% | -33.2% | +52.9% | +24.6% |
| 6M | +30.6% | -21.5% | +52.1% | +33.4% |
| YTD | +28.8% | -25.5% | +54.3% | +32.0% |
| 1Y | +57.8% | -38.0% | +95.8% | +63.6% |
| All | +344.0% | -64.6% | +408.6% | +368.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling