+447.8%
SN vs NIO
-80.8%
+528.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.9% | +7.8% | +3.4% |
| 7D | +1.5% | -14.5% | +16.0% | +3.5% |
| 30D | +21.5% | -15.0% | +36.5% | +23.9% |
| 3M | +20.0% | -35.6% | +55.6% | +26.4% |
| 6M | +119.9% | -55.7% | +175.6% | +141.5% |
| YTD | +102.3% | -43.1% | +145.5% | +113.7% |
| 1Y | +148.0% | -53.5% | +201.5% | +168.3% |
| 3Y | +450.0% | -59.8% | +509.8% | +465.8% |
| All | +447.8% | -80.8% | +528.6% | +391.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling