+13.8%
SHW vs NIO
-92.5%
+106.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.8% |
| 7D | +5.7% | -3.6% | +9.3% | +6.0% |
| 30D | +8.7% | -8.0% | +16.7% | +9.2% |
| 3M | -5.4% | -31.2% | +25.8% | -3.1% |
| 6M | +12.2% | -45.8% | +58.0% | +16.4% |
| YTD | +8.5% | -37.3% | +45.7% | +11.1% |
| 1Y | +4.9% | -56.1% | +61.0% | +9.9% |
| 3Y | +42.8% | -61.1% | +104.0% | +46.5% |
| All | +13.8% | -92.5% | +106.3% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling