+148.0%
SN vs NIO
-55.0%
+203.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.9% | +7.8% | +3.3% |
| 7D | +1.5% | -14.5% | +16.0% | +3.0% |
| 30D | +21.5% | -15.0% | +36.5% | +23.2% |
| 3M | +20.0% | -35.6% | +55.6% | +23.9% |
| 6M | +119.9% | -55.7% | +175.6% | +133.4% |
| YTD | +102.3% | -43.1% | +145.5% | +108.4% |
| 1Y | +148.0% | -53.5% | +201.5% | +147.8% |
| All | +148.0% | -55.0% | +203.0% | +147.8% |
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