+43.4%
SMH vs NIO
-54.1%
+97.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.4% | -6.2% | -3.5% |
| 7D | -11.2% | -0.6% | -10.6% | -11.0% |
| 30D | -20.4% | -3.5% | -16.9% | -19.9% |
| 3M | -12.4% | -30.7% | +18.3% | -6.0% |
| 6M | -0.5% | -45.6% | +45.1% | +11.8% |
| YTD | +40.0% | -35.3% | +75.3% | +50.1% |
| 1Y | +43.4% | -53.9% | +97.3% | +71.1% |
| All | +43.4% | -54.1% | +97.5% | +71.1% |
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