+393.5%
SGI vs NIO
-43.5%
+437.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.9% | -11.4% | -6.2% |
| 7D | +1.0% | +5.6% | -4.6% | +0.3% |
| 30D | +3.9% | -4.2% | +8.1% | +4.4% |
| 3M | -0.8% | -26.3% | +25.5% | +2.6% |
| 6M | -18.0% | -42.5% | +24.6% | -12.9% |
| YTD | -27.6% | -33.5% | +5.9% | -25.0% |
| 1Y | -27.2% | -52.7% | +25.4% | -21.6% |
| 3Y | +76.0% | -57.5% | +133.4% | +82.6% |
| 5Y | +50.0% | -92.0% | +141.9% | +76.1% |
| All | +393.5% | -43.5% | +437.0% | +347.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling