+1,081.0%
SMH vs NIO
-36.8%
+1,117.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | +5.2% | -6.7% | +11.9% | +6.2% |
| 30D | -1.5% | -20.0% | +18.5% | +1.4% |
| 3M | -4.1% | -30.5% | +26.4% | +0.6% |
| 6M | +50.8% | -20.7% | +71.5% | +54.4% |
| YTD | +59.3% | -25.7% | +85.0% | +64.3% |
| 1Y | +94.1% | -38.6% | +132.7% | +104.3% |
| 3Y | +286.7% | -62.3% | +349.0% | +310.5% |
| 5Y | +339.4% | -90.1% | +429.5% | +417.0% |
| All | +1,081.0% | -36.8% | +1,117.9% | +1,015.5% |
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 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