+432.7%
SN vs NIO
-79.8%
+512.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.9% | +2.9% | -2.3% |
| 7D | +1.4% | -4.7% | +6.1% | +2.0% |
| 30D | +16.6% | -14.3% | +30.9% | +18.8% |
| 3M | +18.3% | -32.8% | +51.1% | +23.9% |
| 6M | +103.1% | -49.8% | +152.9% | +119.4% |
| YTD | +96.7% | -40.2% | +136.9% | +106.6% |
| 1Y | +134.3% | -52.7% | +187.1% | +153.2% |
| 3Y | +425.2% | -57.9% | +483.1% | +437.3% |
| All | +432.7% | -79.8% | +512.5% | +375.0% |
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