+340.0%
SEI vs NIO
-36.7%
+376.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.6% | +5.0% | +3.6% |
| 7D | +10.2% | -13.0% | +23.3% | +12.0% |
| 30D | -1.0% | -18.3% | +17.3% | +1.3% |
| 3M | -27.9% | -33.2% | +5.3% | -24.4% |
| 6M | +10.4% | -21.5% | +31.9% | +13.1% |
| YTD | +20.1% | -25.5% | +45.6% | +23.8% |
| 1Y | +109.7% | -38.0% | +147.7% | +119.9% |
| 3Y | +458.6% | -65.5% | +524.1% | +497.4% |
| 5Y | +775.3% | -90.6% | +865.9% | +908.7% |
| All | +340.0% | -36.7% | +376.7% | +280.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling