+151.5%
SPMO vs NIO
-90.3%
+241.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.1% |
| 7D | +2.7% | -4.1% | +6.9% | +3.1% |
| 30D | +1.1% | -23.2% | +24.3% | +3.2% |
| 3M | +2.0% | -29.9% | +32.0% | +4.9% |
| 6M | +26.5% | -25.1% | +51.6% | +28.9% |
| YTD | +26.5% | -27.5% | +54.0% | +29.1% |
| 1Y | +27.9% | -41.1% | +69.0% | +32.2% |
| 3Y | +160.4% | -63.1% | +223.5% | +170.3% |
| 5Y | +151.5% | -90.4% | +241.9% | +184.9% |
| All | +151.5% | -90.3% | +241.8% | +184.9% |
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