+1,899.5%
SMCI vs NIO
-36.7%
+1,936.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +4.8% |
| 7D | +6.8% | -13.0% | +19.8% | +8.8% |
| 30D | +30.6% | -18.3% | +48.9% | +34.2% |
| 3M | -15.6% | -33.2% | +17.6% | -10.8% |
| 6M | +21.3% | -21.5% | +42.7% | +25.5% |
| YTD | +35.3% | -25.5% | +60.7% | +40.8% |
| 1Y | -2.7% | -38.0% | +35.3% | +3.4% |
| 3Y | +40.3% | -65.5% | +105.8% | +52.5% |
| 5Y | +941.8% | -90.6% | +1,032.4% | +1,104.5% |
| All | +1,899.5% | -36.7% | +1,936.2% | +1,816.9% |
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