-37.6%
SMCI vs NIO
-54.1%
+16.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.4% | -9.2% | -7.2% |
| 7D | -17.3% | -0.6% | -16.7% | -17.2% |
| 30D | -31.5% | -3.5% | -28.0% | -30.3% |
| 3M | -6.6% | -30.7% | +24.1% | +9.1% |
| 6M | +6.0% | -45.6% | +51.7% | +36.9% |
| YTD | +1.1% | -35.3% | +36.4% | +25.2% |
| 1Y | -37.6% | -53.9% | +16.4% | -14.6% |
| All | -37.6% | -54.1% | +16.6% | -14.6% |
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