-14.9%
SMCI vs NIO
-37.6%
+22.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.7% | -2.6% |
| 7D | -1.3% | -7.3% | +6.0% | +1.8% |
| 30D | +18.3% | -22.5% | +40.8% | +31.3% |
| 3M | +27.7% | -30.9% | +58.6% | +48.4% |
| 6M | +17.6% | -37.2% | +54.8% | +43.5% |
| YTD | +27.7% | -29.8% | +57.5% | +49.8% |
| 1Y | -14.9% | -37.4% | +22.5% | +17.0% |
| All | -14.9% | -37.6% | +22.8% | +17.0% |
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