+83.9%
SCHG vs NIO
-90.7%
+174.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | 0.0% |
| 7D | -2.7% | -7.3% | +4.5% | -1.8% |
| 30D | -2.2% | -22.5% | +20.3% | +1.0% |
| 3M | +6.2% | -30.9% | +37.1% | +11.1% |
| 6M | +13.4% | -37.2% | +50.6% | +19.4% |
| YTD | +7.1% | -29.8% | +36.9% | +10.8% |
| 1Y | +12.5% | -37.4% | +49.9% | +17.5% |
| 3Y | +86.2% | -64.3% | +150.5% | +99.5% |
| 5Y | +83.9% | -90.6% | +174.5% | +126.8% |
| All | +83.9% | -90.7% | +174.7% | +126.8% |
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 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