-78.0%
SE vs NIO
-92.1%
+14.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.8% | -1.9% |
| 7D | +2.0% | +5.6% | -3.6% | +0.1% |
| 30D | -20.0% | -4.2% | -15.8% | -18.9% |
| 3M | -31.8% | -26.3% | -5.5% | -24.7% |
| 6M | -15.9% | -42.5% | +26.7% | +0.4% |
| YTD | -40.6% | -33.5% | -7.1% | -34.0% |
| 1Y | -50.7% | -52.7% | +2.0% | -38.5% |
| 3Y | +70.3% | -57.5% | +127.8% | +84.4% |
| All | -78.0% | -92.1% | +14.1% | -56.5% |
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 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