+439.4%
SEI vs NIO
-38.5%
+477.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.1% | +2.0% | +4.7% |
| 7D | +22.6% | -2.9% | +25.5% | +23.0% |
| 30D | +9.1% | -18.7% | +27.8% | +11.8% |
| 3M | -11.3% | -29.4% | +18.1% | -7.6% |
| 6M | +22.0% | -32.5% | +54.6% | +27.3% |
| YTD | +47.3% | -27.6% | +74.9% | +52.3% |
| 1Y | +124.8% | -39.2% | +164.0% | +136.8% |
| 3Y | +591.3% | -64.3% | +655.6% | +637.0% |
| 5Y | +1,008.2% | -90.3% | +1,098.5% | +1,174.8% |
| All | +439.4% | -38.5% | +477.9% | +367.9% |
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