0.0%
SHOP vs NIO
-37.4%
+37.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.3% |
| 7D | -5.1% | -13.0% | +7.9% | -3.4% |
| 30D | +0.6% | -18.3% | +18.9% | +3.2% |
| 3M | +25.0% | -33.2% | +58.3% | +31.5% |
| 6M | +11.9% | -21.5% | +33.4% | +13.7% |
| YTD | -9.9% | -25.5% | +15.6% | -8.0% |
| 1Y | 0.0% | -38.0% | +38.0% | +11.1% |
| All | 0.0% | -37.4% | +37.4% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling