-49.3%
SOUN vs NIO
-37.4%
-11.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -5.2% | -13.0% | +7.8% | -1.5% |
| 30D | +4.8% | -18.3% | +23.1% | +10.7% |
| 3M | -15.9% | -33.2% | +17.4% | -6.6% |
| 6M | -17.4% | -21.5% | +4.1% | -14.5% |
| YTD | -32.4% | -25.5% | -6.9% | -28.8% |
| 1Y | -49.3% | -38.0% | -11.3% | -39.2% |
| All | -49.3% | -37.4% | -11.9% | -39.2% |
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