+82.0%
SIMO vs NIO
-52.9%
+134.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.1% | -0.9% |
| 7D | -16.0% | +2.8% | -18.8% | -16.5% |
| 30D | -35.8% | -8.4% | -27.4% | -34.5% |
| 3M | -26.5% | -32.0% | +5.5% | -22.0% |
| 6M | -33.0% | -43.9% | +10.9% | -27.0% |
| YTD | +84.3% | -35.7% | +120.0% | +95.5% |
| 1Y | +82.0% | -51.1% | +133.1% | +109.6% |
| All | +82.0% | -52.9% | +134.9% | +109.6% |
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