+17.1%
SNPS vs NIO
-90.7%
+107.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -5.2% |
| 7D | -11.0% | -13.0% | +2.0% | -9.2% |
| 30D | -1.7% | -18.3% | +16.5% | +1.1% |
| 3M | -20.4% | -33.2% | +12.9% | -15.7% |
| 6M | -8.6% | -21.5% | +12.9% | -6.3% |
| YTD | -16.2% | -25.5% | +9.3% | -13.6% |
| 1Y | -34.6% | -38.0% | +3.4% | -30.6% |
| 3Y | -14.5% | -65.5% | +51.0% | -6.3% |
| All | +17.1% | -90.7% | +107.8% | +46.6% |
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