+1,925.3%
SMCI vs NIO
-38.5%
+1,963.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.9% |
| 7D | +1.3% | -2.9% | +4.2% | +1.7% |
| 30D | +6.6% | -18.7% | +25.3% | +9.7% |
| 3M | +25.4% | -29.4% | +54.9% | +31.4% |
| 6M | +26.1% | -32.5% | +58.7% | +33.5% |
| YTD | +37.0% | -27.6% | +64.6% | +43.2% |
| 1Y | -8.8% | -39.2% | +30.4% | -2.6% |
| 3Y | +44.6% | -64.3% | +108.9% | +56.9% |
| 5Y | +995.9% | -90.3% | +1,086.2% | +1,167.7% |
| All | +1,925.3% | -38.5% | +1,963.8% | +1,850.1% |
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