+1,257.1%
SMCI vs NIO
-51.7%
+1,308.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.2% |
| 7D | -6.6% | -14.5% | +7.9% | -4.5% |
| 30D | -24.9% | -15.0% | -9.9% | -23.1% |
| 3M | -31.4% | -35.6% | +4.2% | -27.0% |
| 6M | -16.0% | -55.7% | +39.6% | -6.1% |
| YTD | -8.2% | -43.1% | +34.9% | -0.6% |
| 1Y | -23.4% | -53.5% | +30.1% | -15.0% |
| 3Y | +5.0% | -59.8% | +64.9% | +14.5% |
| 5Y | +515.0% | -93.2% | +608.2% | +642.8% |
| All | +1,257.1% | -51.7% | +1,308.7% | +1,252.8% |
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 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