+133.6%
SPG vs NIO
-60.1%
+193.7%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | 0.0% |
| 7D | +2.0% | -14.5% | +16.4% | +2.8% |
| 30D | +17.2% | -15.0% | +32.2% | +18.2% |
| 3M | +6.3% | -35.6% | +41.9% | +8.6% |
| 6M | +18.7% | -55.7% | +74.4% | +23.6% |
| YTD | +30.1% | -43.1% | +73.2% | +33.0% |
| 1Y | +32.8% | -53.5% | +86.3% | +37.3% |
| 3Y | +133.6% | -59.8% | +193.4% | +137.2% |
| All | +133.6% | -60.1% | +193.7% | +137.2% |
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