-50.5%
SE vs NIO
-52.9%
+2.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -0.6% |
| 7D | 0.0% | +2.8% | -2.8% | -0.6% |
| 30D | -19.4% | -8.4% | -11.0% | -17.8% |
| 3M | -33.1% | -32.0% | -1.2% | -27.4% |
| 6M | -11.4% | -43.9% | +32.5% | -0.2% |
| YTD | -39.8% | -35.7% | -4.1% | -34.0% |
| 1Y | -50.5% | -51.1% | +0.7% | -39.1% |
| All | -50.5% | -52.9% | +2.5% | -39.1% |
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 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