+55.8%
SMR vs NIO
-59.9%
+115.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | +5.9% | +10.3% | +14.0% |
| 7D | -9.6% | +5.6% | -15.2% | -11.1% |
| 30D | -33.8% | -4.2% | -29.5% | -32.4% |
| 3M | -46.4% | -26.3% | -20.1% | -40.1% |
| 6M | -62.4% | -42.5% | -19.9% | -54.2% |
| YTD | -64.1% | -33.5% | -30.6% | -59.2% |
| 1Y | -84.3% | -52.7% | -31.7% | -79.8% |
| 3Y | +55.8% | -57.5% | +113.3% | +130.3% |
| All | +55.8% | -59.9% | +115.7% | +130.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling