-18.7%
SEDG vs NIO
-38.3%
+19.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -1.0% | -2.7% |
| 7D | +3.6% | -4.1% | +7.8% | +4.8% |
| 30D | +9.3% | -23.2% | +32.6% | +16.7% |
| 3M | -39.1% | -29.9% | -9.2% | -33.2% |
| 6M | +1.8% | -25.1% | +26.9% | +8.2% |
| YTD | +22.0% | -27.5% | +49.5% | +30.6% |
| 1Y | +17.2% | -41.1% | +58.3% | +31.4% |
| 3Y | -76.3% | -63.1% | -13.2% | -71.9% |
| 5Y | -87.2% | -90.4% | +3.1% | -81.7% |
| All | -18.7% | -38.3% | +19.6% | -17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling