-6.1%
SHOP vs NIO
-53.4%
+47.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.0% |
| 7D | -2.5% | -1.8% | -0.6% | -2.2% |
| 30D | -16.7% | -6.6% | -10.1% | -15.9% |
| 3M | -2.2% | -29.9% | +27.7% | +1.3% |
| 6M | +45.6% | -46.6% | +92.2% | +53.6% |
| YTD | -7.3% | -36.5% | +29.2% | -4.1% |
| 1Y | -6.1% | -51.1% | +45.0% | +5.7% |
| All | -6.1% | -53.4% | +47.3% | +5.7% |
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