-85.6%
SMR vs NIO
-54.1%
-31.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -7.9% | -5.9% |
| 7D | -9.5% | -0.6% | -8.9% | -9.3% |
| 30D | -33.2% | -3.5% | -29.7% | -32.0% |
| 3M | -45.9% | -30.7% | -15.3% | -37.2% |
| 6M | -57.9% | -45.6% | -12.2% | -45.7% |
| YTD | -63.8% | -35.3% | -28.5% | -57.0% |
| 1Y | -85.6% | -53.9% | -31.7% | -74.0% |
| All | -85.6% | -54.1% | -31.5% | -74.0% |
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