-43.2%
SIRI vs NIO
-90.3%
+47.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | -3.9% | -4.1% | +0.2% | -3.5% |
| 30D | -0.8% | -23.2% | +22.4% | +1.5% |
| 3M | +4.3% | -29.9% | +34.2% | +7.6% |
| 6M | +34.1% | -25.1% | +59.2% | +36.7% |
| YTD | +47.3% | -27.5% | +74.8% | +50.4% |
| 1Y | +22.9% | -41.1% | +64.0% | +27.4% |
| 3Y | -24.6% | -63.1% | +38.6% | -22.1% |
| 5Y | -43.2% | -90.4% | +47.2% | -36.8% |
| All | -43.2% | -90.3% | +47.1% | -36.8% |
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