+0.7%
SOFI vs NIO
-52.4%
+53.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.6% | +0.6% |
| 7D | -4.9% | -14.5% | +9.6% | +1.1% |
| 30D | +8.4% | -15.0% | +23.4% | +15.3% |
| 3M | -16.3% | -35.6% | +19.2% | -4.2% |
| 6M | +0.7% | -55.7% | +56.4% | +26.3% |
| All | +0.7% | -52.4% | +53.1% | +26.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling