+596.5%
SMCI vs NIO
-92.4%
+688.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.2% | +10.7% | +9.8% |
| 7D | +2.8% | -1.8% | +4.6% | +3.3% |
| 30D | -23.9% | -6.6% | -17.3% | -22.6% |
| 3M | -3.7% | -29.9% | +26.2% | +4.6% |
| 6M | -9.2% | -46.6% | +37.4% | +4.7% |
| YTD | +4.0% | -36.5% | +40.4% | +15.5% |
| 1Y | -21.6% | -51.1% | +29.5% | -7.9% |
| 3Y | +14.4% | -55.2% | +69.6% | +27.5% |
| All | +596.5% | -92.4% | +688.9% | +790.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling