+77.5%
SO vs NIO
-92.9%
+170.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.4% | -1.4% |
| 7D | -0.9% | -4.7% | +3.8% | -0.9% |
| 30D | +4.9% | -14.3% | +19.3% | +5.1% |
| 3M | +0.8% | -32.8% | +33.6% | +1.2% |
| 6M | +0.6% | -49.8% | +50.4% | +1.3% |
| YTD | +8.7% | -40.2% | +48.8% | +9.1% |
| 1Y | +4.0% | -52.7% | +56.7% | +4.7% |
| 3Y | +50.6% | -57.9% | +108.4% | +50.9% |
| 5Y | +77.5% | -92.9% | +170.3% | +79.4% |
| All | +77.5% | -92.9% | +170.3% | +79.4% |
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 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