+560.2%
SEI vs NIO
-62.3%
+622.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.3% | +16.6% | +16.3% |
| 7D | +28.8% | -6.7% | +35.5% | +30.3% |
| 30D | +10.4% | -20.0% | +30.4% | +14.5% |
| 3M | -11.4% | -30.5% | +19.0% | -5.8% |
| 6M | +31.2% | -20.7% | +51.9% | +35.8% |
| YTD | +39.7% | -25.7% | +65.4% | +45.9% |
| 1Y | +149.0% | -38.6% | +187.5% | +166.3% |
| 3Y | +560.2% | -62.3% | +622.4% | +608.0% |
| All | +560.2% | -62.3% | +622.5% | +608.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling