-71.4%
SOUN vs NIO
-54.1%
-17.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.4% | +1.4% | +3.9% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | -26.5% | -3.5% | -23.0% | -25.7% |
| 3M | -33.6% | -30.7% | -3.0% | -27.7% |
| 6M | -54.4% | -45.6% | -8.7% | -48.1% |
| YTD | -56.7% | -35.3% | -21.4% | -52.7% |
| 1Y | -71.4% | -53.9% | -17.5% | -64.0% |
| All | -71.4% | -54.1% | -17.3% | -64.0% |
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