+95.0%
SPG vs NIO
-46.0%
+141.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | +2.7% | -1.8% | +4.6% | +2.9% |
| 30D | +16.6% | -6.6% | +23.2% | +17.2% |
| 3M | +8.1% | -29.9% | +38.0% | +11.5% |
| 6M | +19.3% | -46.6% | +66.0% | +25.8% |
| YTD | +31.1% | -36.5% | +67.5% | +35.2% |
| 1Y | +32.8% | -51.1% | +83.9% | +40.2% |
| 3Y | +135.8% | -55.2% | +191.0% | +140.7% |
| 5Y | +85.1% | -92.3% | +177.4% | +111.8% |
| All | +95.0% | -46.0% | +141.0% | +65.5% |
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