-78.3%
SE vs NIO
-92.4%
+14.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.4% | -3.2% |
| 7D | -7.7% | -1.8% | -5.9% | -7.2% |
| 30D | -22.8% | -6.6% | -16.2% | -21.0% |
| 3M | -43.7% | -29.9% | -13.9% | -36.7% |
| 6M | -12.8% | -46.6% | +33.8% | +6.8% |
| YTD | -42.0% | -36.5% | -5.5% | -34.5% |
| 1Y | -48.0% | -51.1% | +3.1% | -35.8% |
| 3Y | +62.7% | -55.2% | +117.9% | +70.1% |
| All | -78.3% | -92.4% | +14.1% | -55.3% |
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