-49.5%
SIRI vs NIO
-36.7%
-12.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.1% | -2.5% |
| 7D | +1.6% | -13.0% | +14.6% | +2.6% |
| 30D | -4.7% | -18.3% | +13.6% | -3.3% |
| 3M | +5.3% | -33.2% | +38.5% | +8.4% |
| 6M | +30.5% | -21.5% | +52.0% | +32.2% |
| YTD | +49.6% | -25.5% | +75.1% | +51.9% |
| 1Y | +28.5% | -38.0% | +66.5% | +31.8% |
| 3Y | -27.5% | -65.5% | +38.0% | -24.9% |
| 5Y | -44.7% | -90.6% | +45.9% | -40.0% |
| All | -49.5% | -36.7% | -12.8% | -55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling