+126.0%
SPG vs NIO
-59.9%
+185.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | +0.5% |
| 7D | +4.9% | +5.6% | -0.7% | +4.6% |
| 30D | +15.6% | -4.2% | +19.8% | +15.8% |
| 3M | +4.1% | -26.3% | +30.4% | +5.6% |
| 6M | +13.6% | -42.5% | +56.1% | +16.6% |
| YTD | +27.5% | -33.5% | +61.1% | +29.4% |
| 1Y | +32.2% | -52.7% | +84.9% | +36.8% |
| 3Y | +126.0% | -57.5% | +183.5% | +131.0% |
| All | +126.0% | -59.9% | +185.9% | +131.0% |
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