+142.6%
SN vs NIO
-54.3%
+196.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.9% | -3.3% | +2.2% |
| 7D | +7.2% | +5.6% | +1.6% | +6.7% |
| 30D | +20.4% | -4.2% | +24.6% | +20.7% |
| 3M | +23.9% | -26.3% | +50.2% | +26.2% |
| 6M | +93.0% | -42.5% | +135.6% | +99.4% |
| YTD | +99.2% | -33.5% | +132.8% | +102.6% |
| 1Y | +142.6% | -52.7% | +195.3% | +133.7% |
| All | +142.6% | -54.3% | +196.9% | +133.7% |
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