+78.7%
SO vs NIO
-92.1%
+170.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | +0.8% | -1.8% | +2.6% | +0.8% |
| 30D | +7.8% | -6.6% | +14.4% | +7.9% |
| 3M | +2.9% | -29.9% | +32.8% | +3.3% |
| 6M | +2.5% | -46.6% | +49.1% | +3.1% |
| YTD | +10.3% | -36.5% | +46.7% | +10.6% |
| 1Y | +6.4% | -51.1% | +57.5% | +7.1% |
| 3Y | +52.8% | -55.2% | +108.1% | +53.0% |
| 5Y | +78.7% | -92.3% | +171.0% | +79.9% |
| All | +78.7% | -92.1% | +170.8% | +79.9% |
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