+46.1%
SOLS vs NIO
-53.4%
+99.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.5% | +3.5% |
| 7D | +16.4% | -1.8% | +18.2% | +16.7% |
| 30D | +10.6% | -6.6% | +17.2% | +11.7% |
| 3M | +10.0% | -29.9% | +39.9% | +15.4% |
| 6M | -21.2% | -46.6% | +25.4% | -13.9% |
| YTD | +38.7% | -36.5% | +75.1% | +50.6% |
| 1Y | +46.1% | -51.1% | +97.2% | +58.4% |
| All | +46.1% | -53.4% | +99.4% | +58.4% |
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