+306.1%
SPMO vs NIO
-40.3%
+346.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.6% |
| 7D | +0.1% | -7.3% | +7.3% | +0.6% |
| 30D | -0.7% | -22.5% | +21.8% | +1.0% |
| 3M | +2.8% | -30.9% | +33.7% | +5.3% |
| 6M | +24.4% | -37.2% | +61.6% | +27.9% |
| YTD | +24.2% | -29.8% | +54.0% | +26.5% |
| 1Y | +24.5% | -37.4% | +61.9% | +27.4% |
| 3Y | +155.6% | -64.3% | +219.9% | +163.5% |
| 5Y | +148.2% | -90.6% | +238.8% | +167.9% |
| All | +306.1% | -40.3% | +346.4% | +291.8% |
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