+134.1%
SOUN vs NIO
-56.4%
+190.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.7% |
| 7D | -1.0% | +6.9% | -7.9% | -3.4% |
| 30D | -24.9% | -4.7% | -20.1% | -23.5% |
| 3M | -49.5% | -28.1% | -21.4% | -43.6% |
| 6M | -54.4% | -41.7% | -12.7% | -45.5% |
| YTD | -59.4% | -33.1% | -26.2% | -54.9% |
| 1Y | -71.4% | -50.3% | -21.1% | -64.6% |
| 3Y | +134.1% | -54.4% | +188.5% | +172.1% |
| All | +134.1% | -56.4% | +190.5% | +172.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling