+106.9%
SLV vs NIO
-92.1%
+199.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.1% | -0.6% |
| 7D | +5.1% | +5.6% | -0.5% | +4.6% |
| 30D | -12.9% | -4.2% | -8.7% | -12.6% |
| 3M | -16.1% | -26.3% | +10.2% | -14.1% |
| 6M | -33.2% | -42.5% | +9.4% | -30.3% |
| YTD | -27.2% | -33.5% | +6.3% | -25.1% |
| 1Y | +7.6% | -52.7% | +60.3% | +13.2% |
| 3Y | +122.3% | -57.5% | +179.8% | +128.2% |
| All | +106.9% | -92.1% | +199.0% | +116.7% |
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