+190.2%
SO vs NIO
-51.7%
+241.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +1.2% |
| 7D | +1.4% | -14.5% | +15.8% | +1.4% |
| 30D | +4.7% | -15.0% | +19.7% | +4.8% |
| 3M | +1.7% | -35.6% | +37.3% | +1.9% |
| 6M | +2.2% | -55.7% | +57.8% | +2.7% |
| YTD | +10.0% | -43.1% | +53.1% | +10.3% |
| 1Y | +6.0% | -53.5% | +59.6% | +6.5% |
| 3Y | +54.1% | -59.8% | +113.9% | +54.3% |
| 5Y | +79.6% | -93.2% | +172.8% | +80.6% |
| All | +190.2% | -51.7% | +241.9% | +182.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling