+746.6%
SE vs NIO
-36.7%
+783.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | -6.1% | -13.0% | +7.0% | -3.1% |
| 30D | -2.5% | -18.3% | +15.8% | +1.9% |
| 3M | +21.7% | -33.2% | +54.9% | +32.9% |
| 6M | +27.0% | -21.5% | +48.5% | +32.3% |
| YTD | -12.1% | -25.5% | +13.4% | -7.7% |
| 1Y | -40.9% | -38.0% | -2.9% | -36.0% |
| 3Y | +191.0% | -65.5% | +256.4% | +225.9% |
| 5Y | -68.3% | -90.6% | +22.3% | -55.5% |
| All | +746.6% | -36.7% | +783.3% | +854.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling