+119.7%
SPMO vs NIO
-92.1%
+211.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.8% |
| 7D | +1.8% | -1.8% | +3.6% | +2.0% |
| 30D | -10.0% | -6.6% | -3.4% | -9.5% |
| 3M | -9.4% | -29.9% | +20.5% | -6.8% |
| 6M | -7.7% | -46.6% | +38.9% | -3.2% |
| YTD | +13.3% | -36.5% | +49.8% | +16.8% |
| 1Y | +12.7% | -51.1% | +63.8% | +18.4% |
| 3Y | +127.5% | -55.2% | +182.7% | +132.4% |
| 5Y | +119.7% | -92.3% | +212.0% | +152.6% |
| All | +119.7% | -92.1% | +211.7% | +152.6% |
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