+4,601.6%
SNDK vs NIO
-14.1%
+4,615.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.8% | -3.2% |
| 7D | +8.8% | -7.3% | +16.1% | +10.9% |
| 30D | +33.2% | -22.5% | +55.7% | +42.1% |
| 3M | +3.0% | -30.9% | +33.9% | +13.0% |
| 6M | +173.5% | -37.2% | +210.7% | +205.0% |
| YTD | +613.0% | -29.8% | +642.8% | +669.6% |
| 1Y | +2,189.8% | -37.4% | +2,227.2% | +2,492.1% |
| All | +4,601.6% | -14.1% | +4,615.8% | +4,757.7% |
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 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