-44.1%
SIRI vs NIO
-51.7%
+7.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.3% | +0.7% |
| 7D | -1.7% | -14.5% | +12.8% | -0.6% |
| 30D | +21.1% | -15.0% | +36.1% | +22.5% |
| 3M | +14.7% | -35.6% | +50.3% | +18.4% |
| 6M | +22.9% | -55.7% | +78.6% | +30.2% |
| YTD | +65.7% | -43.1% | +108.9% | +71.5% |
| 1Y | +53.5% | -53.5% | +107.0% | +61.1% |
| 3Y | -23.0% | -59.8% | +36.8% | -20.8% |
| 5Y | -41.5% | -93.2% | +51.7% | -35.1% |
| All | -44.1% | -51.7% | +7.6% | -50.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling