+1,436.9%
SMCI vs NIO
-46.0%
+1,482.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.2% | +10.7% | +9.7% |
| 7D | +2.8% | -1.8% | +4.6% | +3.1% |
| 30D | -23.9% | -6.6% | -17.3% | -23.1% |
| 3M | -3.7% | -29.9% | +26.2% | +1.1% |
| 6M | -9.2% | -46.6% | +37.4% | -1.2% |
| YTD | +4.0% | -36.5% | +40.4% | +10.7% |
| 1Y | -21.6% | -51.1% | +29.5% | -13.7% |
| 3Y | +14.4% | -55.2% | +69.6% | +22.7% |
| 5Y | +586.8% | -92.3% | +679.1% | +715.5% |
| All | +1,436.9% | -46.0% | +1,482.9% | +1,407.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling