+113.0%
SPOT vs NIO
-90.7%
+203.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.9% |
| 7D | -0.9% | -13.0% | +12.1% | +1.5% |
| 30D | +12.5% | -18.3% | +30.8% | +16.4% |
| 3M | +9.9% | -33.2% | +43.1% | +17.6% |
| 6M | +1.6% | -21.5% | +23.0% | +4.0% |
| YTD | -6.6% | -25.5% | +18.9% | -3.8% |
| 1Y | -22.9% | -38.0% | +15.1% | -18.8% |
| 3Y | +244.3% | -65.5% | +309.7% | +285.5% |
| All | +113.0% | -90.7% | +203.6% | +226.1% |
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