+33.8%
SOLS vs NIO
-43.9%
+77.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.3% |
| 7D | +4.5% | -6.7% | +11.2% | +5.4% |
| 30D | +6.0% | -20.0% | +26.0% | +8.7% |
| 3M | -19.7% | -30.5% | +10.8% | -16.0% |
| 6M | -10.4% | -20.7% | +10.3% | -5.5% |
| YTD | +33.3% | -25.7% | +58.9% | +40.6% |
| All | +33.8% | -43.9% | +77.6% | +32.4% |
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 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