-53.5%
SOUN vs NIO
-82.8%
+29.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.9% | -1.6% |
| 7D | -15.1% | -14.5% | -0.6% | -10.9% |
| 30D | -23.0% | -15.0% | -8.0% | -19.0% |
| 3M | -53.3% | -35.6% | -17.8% | -46.8% |
| 6M | -58.6% | -55.7% | -2.9% | -47.4% |
| YTD | -65.0% | -43.1% | -21.9% | -59.6% |
| 1Y | -71.4% | -53.5% | -17.9% | -65.1% |
| 3Y | +75.4% | -59.8% | +135.2% | +102.7% |
| All | -53.5% | -82.8% | +29.4% | -41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling