+126.4%
SPMO vs NIO
-55.4%
+181.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.8% |
| 7D | +1.8% | -1.8% | +3.6% | +1.9% |
| 30D | -10.0% | -6.6% | -3.4% | -9.6% |
| 3M | -9.4% | -29.9% | +20.5% | -7.2% |
| 6M | -7.7% | -46.6% | +38.9% | -4.0% |
| YTD | +13.3% | -36.5% | +49.8% | +16.3% |
| 1Y | +12.7% | -51.1% | +63.8% | +17.3% |
| All | +126.4% | -55.4% | +181.9% | +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