+11.1%
SMR vs NIO
-83.2%
+94.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.3% | +15.5% | +15.3% |
| 7D | +21.4% | -6.7% | +28.0% | +23.4% |
| 30D | +13.8% | -20.0% | +33.9% | +20.2% |
| 3M | +3.9% | -30.5% | +34.4% | +13.6% |
| 6M | -4.2% | -20.7% | +16.5% | +0.9% |
| YTD | -21.1% | -25.7% | +4.6% | -16.0% |
| 1Y | -67.1% | -38.6% | -28.5% | -63.3% |
| 3Y | +88.9% | -62.3% | +151.1% | +115.3% |
| All | +11.1% | -83.2% | +94.3% | +29.0% |
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 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