+267.8%
SCHG vs NIO
-36.7%
+304.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | -0.7% | -13.0% | +12.3% | +0.6% |
| 30D | +0.2% | -18.3% | +18.5% | +2.0% |
| 3M | +2.2% | -33.2% | +35.4% | +5.9% |
| 6M | +15.0% | -21.5% | +36.5% | +16.9% |
| YTD | +9.2% | -25.5% | +34.7% | +11.3% |
| 1Y | +15.7% | -38.0% | +53.7% | +19.4% |
| 3Y | +87.3% | -65.5% | +152.7% | +96.0% |
| 5Y | +84.5% | -90.6% | +175.0% | +105.1% |
| All | +267.8% | -36.7% | +304.4% | +251.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling