-28.2%
SOFI vs NIO
-37.4%
+9.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.3% |
| 7D | +0.9% | -13.0% | +13.9% | +3.1% |
| 30D | -0.2% | -18.3% | +18.1% | +3.0% |
| 3M | +6.2% | -33.2% | +39.5% | +12.7% |
| 6M | -2.6% | -21.5% | +18.9% | -0.4% |
| YTD | -30.4% | -25.5% | -4.9% | -28.1% |
| 1Y | -28.2% | -38.0% | +9.8% | -19.8% |
| All | -28.2% | -37.4% | +9.2% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling