+94.8%
SPG vs NIO
-45.3%
+140.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +1.0% |
| 7D | +5.6% | +2.8% | +2.8% | +5.3% |
| 30D | +17.6% | -8.4% | +26.0% | +18.5% |
| 3M | +7.5% | -32.0% | +39.4% | +11.1% |
| 6M | +18.5% | -43.9% | +62.5% | +24.4% |
| YTD | +30.9% | -35.7% | +66.6% | +34.9% |
| 1Y | +34.1% | -51.1% | +85.2% | +41.6% |
| 3Y | +135.5% | -54.7% | +190.2% | +140.1% |
| 5Y | +86.5% | -91.7% | +178.2% | +112.0% |
| All | +94.8% | -45.3% | +140.1% | +65.1% |
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 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