+1,026.2%
SEI vs NIO
-90.3%
+1,116.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +6.2% |
| 7D | +28.2% | -4.1% | +32.4% | +29.1% |
| 30D | +15.5% | -23.2% | +38.7% | +20.4% |
| 3M | -1.4% | -29.9% | +28.6% | +4.4% |
| 6M | +37.4% | -25.1% | +62.5% | +43.1% |
| YTD | +47.8% | -27.5% | +75.3% | +54.6% |
| 1Y | +174.3% | -41.1% | +215.4% | +194.7% |
| 3Y | +598.5% | -63.1% | +661.6% | +659.0% |
| 5Y | +1,026.2% | -90.4% | +1,116.6% | +1,356.9% |
| All | +1,026.2% | -90.3% | +1,116.5% | +1,356.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling