+100.0%
SIMO vs NIO
-53.2%
+153.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.9% | +3.6% | -1.0% |
| 7D | +14.9% | -4.7% | +19.6% | +16.1% |
| 30D | -27.0% | -14.3% | -12.7% | -24.6% |
| 3M | -25.4% | -32.8% | +7.4% | -20.3% |
| 6M | -30.3% | -49.8% | +19.6% | -22.8% |
| YTD | +95.8% | -40.2% | +136.0% | +110.7% |
| 1Y | +100.0% | -52.7% | +152.7% | +126.6% |
| All | +100.0% | -53.2% | +153.3% | +126.6% |
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