+110.2%
SPOT vs NIO
-92.1%
+202.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.9% | -7.8% | -2.9% |
| 7D | +1.6% | +5.6% | -4.0% | +0.6% |
| 30D | +17.6% | -4.2% | +21.8% | +18.2% |
| 3M | +26.9% | -26.3% | +53.2% | +33.3% |
| 6M | +41.8% | -42.5% | +84.3% | +54.5% |
| YTD | +3.8% | -33.5% | +37.4% | +8.8% |
| 1Y | -2.5% | -52.7% | +50.2% | +8.7% |
| 3Y | +260.6% | -57.5% | +318.0% | +276.5% |
| All | +110.2% | -92.1% | +202.2% | +207.8% |
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