+435.0%
SGI vs NIO
-36.8%
+471.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +9.3% | -6.7% | +15.9% | +10.1% |
| 30D | +6.9% | -20.0% | +26.9% | +9.7% |
| 3M | +2.8% | -30.5% | +33.3% | +7.1% |
| 6M | -12.6% | -20.7% | +8.1% | -11.0% |
| YTD | -21.5% | -25.7% | +4.2% | -19.7% |
| 1Y | -18.8% | -38.6% | +19.8% | -15.5% |
| 3Y | +60.8% | -62.3% | +123.1% | +69.1% |
| 5Y | +60.0% | -90.1% | +150.1% | +83.7% |
| All | +435.0% | -36.8% | +471.8% | +379.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling