+72.2%
SMTC vs NIO
-54.1%
+126.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.4% | -16.4% | -14.0% |
| 7D | -24.5% | -0.6% | -23.9% | -24.4% |
| 30D | -42.5% | -3.5% | -38.9% | -41.7% |
| 3M | -14.1% | -30.7% | +16.6% | -4.0% |
| 6M | +3.6% | -45.6% | +49.2% | +25.0% |
| YTD | +50.6% | -35.3% | +85.9% | +71.6% |
| 1Y | +72.2% | -53.9% | +126.2% | +139.9% |
| All | +72.2% | -54.1% | +126.3% | +139.9% |
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