+69.5%
SMTC vs NIO
-55.0%
+124.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.9% | -2.3% |
| 7D | +11.0% | -14.5% | +25.5% | +17.4% |
| 30D | -28.5% | -15.0% | -13.5% | -24.2% |
| 3M | -14.2% | -35.6% | +21.3% | -0.9% |
| 6M | -18.0% | -55.7% | +37.7% | +6.9% |
| YTD | +55.5% | -43.1% | +98.6% | +86.0% |
| 1Y | +69.5% | -53.5% | +123.1% | +127.1% |
| All | +69.5% | -55.0% | +124.5% | +127.1% |
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