+661.3%
SEI vs NIO
-56.9%
+718.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -0.5% |
| 7D | -10.8% | +2.8% | -13.6% | -11.2% |
| 30D | -19.0% | -8.4% | -10.6% | -17.7% |
| 3M | +5.8% | -32.0% | +37.7% | +13.1% |
| 6M | -14.9% | -43.9% | +29.0% | -6.1% |
| YTD | +35.4% | -35.7% | +71.1% | +45.2% |
| 1Y | +23.9% | -51.1% | +75.0% | +37.9% |
| 3Y | +661.3% | -54.7% | +716.0% | +717.3% |
| All | +661.3% | -56.9% | +718.2% | +717.3% |
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 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