-12.3%
SHW vs NIO
-37.4%
+25.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -1.2% | -6.7% | +5.5% | -1.0% |
| 30D | -11.6% | -20.0% | +8.4% | -11.3% |
| 3M | +9.1% | -30.5% | +39.6% | +9.7% |
| 6M | -0.7% | -20.7% | +20.0% | -0.1% |
| YTD | +1.4% | -25.7% | +27.0% | +1.9% |
| 1Y | -12.3% | -38.6% | +26.3% | -12.6% |
| All | -12.3% | -37.4% | +25.1% | -12.6% |
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 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