+103.1%
SPG vs NIO
-90.7%
+193.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -2.4% | -13.0% | +10.7% | -1.0% |
| 30D | -6.8% | -18.3% | +11.4% | -5.0% |
| 3M | +2.7% | -33.2% | +35.9% | +6.6% |
| 6M | +5.5% | -21.5% | +26.9% | +7.0% |
| YTD | +15.7% | -25.5% | +41.2% | +17.8% |
| 1Y | +20.9% | -38.0% | +58.9% | +24.7% |
| 3Y | +112.4% | -65.5% | +177.8% | +125.3% |
| All | +103.1% | -90.7% | +193.8% | +140.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling