-45.9%
SMR vs NIO
-84.9%
+39.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.6% | +6.5% | +6.9% |
| 7D | +1.7% | +6.9% | -5.2% | +0.2% |
| 30D | -24.4% | -4.7% | -19.7% | -23.2% |
| 3M | -44.6% | -28.1% | -16.5% | -39.8% |
| 6M | -56.7% | -41.7% | -14.9% | -50.4% |
| YTD | -61.6% | -33.1% | -28.5% | -57.9% |
| 1Y | -82.1% | -50.3% | -31.8% | -78.9% |
| 3Y | +161.5% | -54.4% | +215.9% | +194.8% |
| All | -45.9% | -84.9% | +39.0% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling