+131.1%
SOFI vs NIO
-55.4%
+186.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -6.4% | -1.8% | -4.6% | -6.0% |
| 30D | +6.8% | -6.6% | +13.5% | +8.5% |
| 3M | -9.5% | -29.9% | +20.4% | -3.0% |
| 6M | +0.1% | -46.6% | +46.7% | +12.4% |
| YTD | -37.9% | -36.5% | -1.4% | -33.3% |
| 1Y | -47.4% | -51.1% | +3.7% | -40.5% |
| All | +131.1% | -55.4% | +186.5% | +156.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling