+93.4%
SMH vs NIO
-38.9%
+132.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.6% |
| 7D | +4.3% | -4.1% | +8.5% | +5.2% |
| 30D | +0.9% | -23.2% | +24.1% | +6.1% |
| 3M | -2.8% | -29.9% | +27.1% | +4.0% |
| 6M | +45.6% | -25.1% | +70.7% | +52.3% |
| YTD | +59.5% | -27.5% | +86.9% | +67.1% |
| 1Y | +93.4% | -41.1% | +134.5% | +119.5% |
| All | +93.4% | -38.9% | +132.4% | +119.5% |
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