+156.3%
SPGI vs NIO
-46.0%
+202.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | -1.4% | -1.8% | +0.5% | -1.3% |
| 30D | +15.3% | -6.6% | +21.9% | +15.6% |
| 3M | +16.5% | -29.9% | +46.4% | +18.6% |
| 6M | +19.8% | -46.6% | +66.5% | +23.5% |
| YTD | -3.2% | -36.5% | +33.2% | -1.6% |
| 1Y | +1.8% | -51.1% | +52.9% | +5.0% |
| 3Y | +30.6% | -55.2% | +85.8% | +31.8% |
| 5Y | +16.0% | -92.3% | +108.4% | +24.3% |
| All | +156.3% | -46.0% | +202.3% | +143.0% |
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 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