-48.0%
SE vs NIO
-53.4%
+5.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.4% | -3.4% |
| 7D | -7.7% | -1.8% | -5.9% | -7.3% |
| 30D | -22.8% | -6.6% | -16.2% | -21.6% |
| 3M | -43.7% | -29.9% | -13.9% | -39.3% |
| 6M | -12.8% | -46.6% | +33.8% | -0.9% |
| YTD | -42.0% | -36.5% | -5.5% | -36.2% |
| 1Y | -48.0% | -51.1% | +3.1% | -36.5% |
| All | -48.0% | -53.4% | +5.4% | -36.5% |
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