+11.7%
SPGI vs NIO
-92.1%
+103.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.9% | -6.9% | -1.4% |
| 7D | +0.3% | +5.6% | -5.3% | -0.1% |
| 30D | +18.4% | -4.2% | +22.6% | +18.6% |
| 3M | +15.7% | -26.3% | +42.0% | +17.8% |
| 6M | +17.3% | -42.5% | +59.8% | +21.1% |
| YTD | -4.7% | -33.5% | +28.8% | -3.0% |
| 1Y | +1.8% | -52.7% | +54.5% | +6.2% |
| 3Y | +31.7% | -57.5% | +89.2% | +34.1% |
| All | +11.7% | -92.1% | +103.8% | +22.9% |
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