+60.7%
SE vs NIO
-55.4%
+116.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.4% | -3.5% |
| 7D | -7.7% | -1.8% | -5.9% | -7.5% |
| 30D | -22.8% | -6.6% | -16.2% | -22.3% |
| 3M | -43.7% | -29.9% | -13.9% | -41.7% |
| 6M | -12.8% | -46.6% | +33.8% | -7.5% |
| YTD | -42.0% | -36.5% | -5.5% | -39.6% |
| 1Y | -48.0% | -51.1% | +3.1% | -44.8% |
| All | +60.7% | -55.4% | +116.2% | +77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling