+269.8%
SAN vs NIO
-92.1%
+361.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.9% | -8.2% | -3.0% |
| 7D | +4.9% | +5.6% | -0.7% | +4.1% |
| 30D | -13.0% | -4.2% | -8.8% | -12.5% |
| 3M | -18.9% | -26.3% | +7.4% | -15.7% |
| 6M | -4.1% | -42.5% | +38.4% | +2.7% |
| YTD | +2.6% | -33.5% | +36.1% | +7.3% |
| 1Y | +16.9% | -52.7% | +69.6% | +27.4% |
| 3Y | +239.1% | -57.5% | +296.5% | +255.3% |
| All | +269.8% | -92.1% | +361.8% | +341.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling