+27.1%
SHW vs NIO
-64.6%
+91.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | -3.2% | -13.0% | +9.8% | -2.6% |
| 30D | -9.5% | -18.3% | +8.8% | -8.7% |
| 3M | +11.5% | -33.2% | +44.7% | +13.4% |
| 6M | -3.5% | -21.5% | +17.9% | -2.8% |
| YTD | +3.7% | -25.5% | +29.2% | +4.7% |
| 1Y | -7.9% | -38.0% | +30.1% | -6.6% |
| All | +27.1% | -64.6% | +91.7% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling