+93.6%
SPG vs NIO
-43.2%
+136.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | +5.1% | +6.9% | -1.8% | +4.4% |
| 30D | +16.8% | -4.7% | +21.6% | +17.3% |
| 3M | +5.7% | -28.1% | +33.7% | +8.7% |
| 6M | +17.8% | -41.7% | +59.5% | +23.2% |
| YTD | +30.1% | -33.1% | +63.2% | +33.6% |
| 1Y | +32.8% | -50.3% | +83.1% | +40.0% |
| 3Y | +137.2% | -54.4% | +191.6% | +141.8% |
| 5Y | +81.5% | -91.6% | +173.1% | +106.0% |
| All | +93.6% | -43.2% | +136.7% | +63.5% |
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