+42.0%
SOFI vs NIO
-92.8%
+134.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | -0.5% |
| 7D | -4.9% | -2.9% | -2.0% | -3.9% |
| 30D | -3.5% | -18.7% | +15.3% | +4.1% |
| 3M | +3.9% | -29.4% | +33.3% | +17.4% |
| 6M | -6.5% | -32.5% | +26.0% | +5.4% |
| YTD | -33.8% | -27.6% | -6.2% | -28.6% |
| 1Y | -33.3% | -39.2% | +5.9% | -24.2% |
| 3Y | +94.6% | -64.3% | +158.9% | +136.1% |
| 5Y | +13.3% | -90.3% | +103.6% | +134.7% |
| All | +42.0% | -92.8% | +134.8% | +256.2% |
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