+40.4%
SMCI vs NIO
-64.4%
+104.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.6% |
| 7D | +5.2% | -4.1% | +9.4% | +6.6% |
| 30D | +23.7% | -23.2% | +47.0% | +34.1% |
| 3M | -4.2% | -29.9% | +25.7% | +6.8% |
| 6M | +21.7% | -25.1% | +46.8% | +33.4% |
| YTD | +33.0% | -27.5% | +60.5% | +46.6% |
| 1Y | -9.3% | -41.1% | +31.8% | +5.4% |
| All | +40.4% | -64.4% | +104.8% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling