+10.5%
SOFI vs NIO
-90.3%
+100.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.4% | -3.0% |
| 7D | -2.9% | -4.1% | +1.3% | -1.4% |
| 30D | -4.4% | -23.2% | +18.9% | +4.6% |
| 3M | +5.2% | -29.9% | +35.1% | +18.2% |
| 6M | -7.8% | -25.1% | +17.3% | -1.3% |
| YTD | -33.8% | -27.5% | -6.4% | -28.9% |
| 1Y | -33.3% | -41.1% | +7.8% | -24.1% |
| 3Y | +102.7% | -63.1% | +165.8% | +141.9% |
| 5Y | +10.5% | -90.4% | +100.8% | +133.0% |
| All | +10.5% | -90.3% | +100.7% | +133.0% |
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