-53.7%
SMR vs NIO
-87.1%
+33.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -2.0% |
| 7D | -8.3% | -14.5% | +6.2% | -4.4% |
| 30D | -20.1% | -15.0% | -5.1% | -16.3% |
| 3M | -52.7% | -35.6% | -17.1% | -46.9% |
| 6M | -61.0% | -55.7% | -5.4% | -52.1% |
| YTD | -67.1% | -43.1% | -24.0% | -62.4% |
| 1Y | -79.9% | -53.5% | -26.3% | -75.8% |
| 3Y | +101.7% | -59.8% | +161.6% | +136.2% |
| All | -53.7% | -87.1% | +33.5% | -42.2% |
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