+175.9%
SO vs NIO
-36.8%
+212.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | +1.0% | -6.7% | +7.7% | +1.1% |
| 30D | -3.2% | -20.0% | +16.8% | -3.1% |
| 3M | -1.7% | -30.5% | +28.8% | -1.5% |
| 6M | -7.2% | -20.7% | +13.5% | -7.1% |
| YTD | +4.6% | -25.7% | +30.2% | +4.7% |
| 1Y | +1.2% | -38.6% | +39.8% | +1.4% |
| 3Y | +45.3% | -62.3% | +107.5% | +45.6% |
| 5Y | +58.7% | -90.1% | +148.8% | +59.3% |
| All | +175.9% | -36.8% | +212.8% | +168.4% |
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 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