+32.2%
SPG vs NIO
-54.3%
+86.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | +0.7% |
| 7D | +4.9% | +5.6% | -0.7% | +4.8% |
| 30D | +15.6% | -4.2% | +19.8% | +15.6% |
| 3M | +4.1% | -26.3% | +30.4% | +4.3% |
| 6M | +13.6% | -42.5% | +56.1% | +14.3% |
| YTD | +27.5% | -33.5% | +61.1% | +27.0% |
| 1Y | +32.2% | -52.7% | +84.9% | +34.8% |
| All | +32.2% | -54.3% | +86.5% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling