+4.1%
SHW vs NIO
-53.4%
+57.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | -2.1% | -1.8% | -0.3% | -2.0% |
| 30D | +11.1% | -6.6% | +17.7% | +11.4% |
| 3M | -2.2% | -29.9% | +27.7% | -1.0% |
| 6M | +14.3% | -46.6% | +61.0% | +16.8% |
| YTD | +10.6% | -36.5% | +47.0% | +12.1% |
| 1Y | +4.1% | -51.1% | +55.2% | +6.3% |
| All | +4.1% | -53.4% | +57.5% | +6.3% |
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 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