-79.9%
SMR vs NIO
-50.3%
-29.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | +1.9% | -1.8% | +3.8% | +3.2% |
| 30D | -21.9% | -6.6% | -15.3% | -19.3% |
| 3M | -47.1% | -29.9% | -17.2% | -39.0% |
| 6M | -60.6% | -46.6% | -14.0% | -49.6% |
| YTD | -63.1% | -36.5% | -26.6% | -55.8% |
| All | -79.9% | -50.3% | -29.5% | -67.4% |
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 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