+100.5%
SIMO vs NIO
-54.1%
+154.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.4% | -13.0% | -10.3% |
| 7D | -16.9% | -0.6% | -16.3% | -16.7% |
| 30D | -35.4% | -3.5% | -31.9% | -34.7% |
| 3M | -31.9% | -30.7% | -1.2% | -27.7% |
| 6M | -19.3% | -45.6% | +26.3% | -11.4% |
| YTD | +98.5% | -35.3% | +133.8% | +110.9% |
| 1Y | +100.5% | -53.9% | +154.4% | +159.6% |
| All | +100.5% | -54.1% | +154.6% | +159.6% |
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