-27.3%
SPOT vs NIO
-38.9%
+11.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.1% |
| 7D | -6.5% | -4.1% | -2.4% | -6.5% |
| 30D | +2.2% | -23.2% | +25.4% | +2.1% |
| 3M | +5.4% | -29.9% | +35.3% | +5.1% |
| 6M | -4.0% | -25.1% | +21.1% | -4.2% |
| YTD | -9.9% | -27.5% | +17.5% | -9.8% |
| 1Y | -27.3% | -41.1% | +13.8% | -27.5% |
| All | -27.3% | -38.9% | +11.7% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling