-43.9%
SEDG vs NIO
-49.2%
+5.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -5.9% | -3.1% | -7.4% |
| 7D | -7.3% | -4.7% | -2.6% | -6.0% |
| 30D | -25.3% | -14.3% | -11.0% | -22.2% |
| 3M | -24.1% | -32.8% | +8.7% | -16.2% |
| 6M | -39.9% | -49.8% | +9.9% | -28.4% |
| YTD | -15.8% | -40.2% | +24.4% | -5.3% |
| 1Y | -42.9% | -52.7% | +9.9% | -31.8% |
| 3Y | -65.9% | -57.9% | -8.0% | -60.1% |
| 5Y | -93.3% | -92.9% | -0.4% | -89.7% |
| All | -43.9% | -49.2% | +5.3% | -40.1% |
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 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