+32.1%
SOLS vs NIO
-43.7%
+75.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.4% | +4.0% |
| 7D | +0.3% | -13.0% | +13.4% | +1.9% |
| 30D | +2.1% | -18.3% | +20.4% | +4.4% |
| 3M | -24.1% | -33.2% | +9.1% | -20.2% |
| 6M | -15.0% | -21.5% | +6.5% | -10.3% |
| YTD | +31.6% | -25.5% | +57.1% | +38.9% |
| All | +32.1% | -43.7% | +75.8% | +30.7% |
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