+847.5%
SHOP vs NIO
-36.7%
+884.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.2% |
| 7D | -5.1% | -13.0% | +7.9% | -2.3% |
| 30D | +0.6% | -18.3% | +18.9% | +4.8% |
| 3M | +25.0% | -33.2% | +58.3% | +35.6% |
| 6M | +11.9% | -21.5% | +33.4% | +15.8% |
| YTD | -9.9% | -25.5% | +15.6% | -6.1% |
| 1Y | 0.0% | -38.0% | +38.0% | +7.4% |
| 3Y | +117.5% | -65.5% | +182.9% | +144.1% |
| 5Y | -6.6% | -90.6% | +83.9% | +25.7% |
| All | +847.5% | -36.7% | +884.2% | +939.3% |
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