+195.1%
SPOT vs NIO
-36.7%
+231.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -3.0% |
| 7D | -0.9% | -13.0% | +12.1% | +0.8% |
| 30D | +12.5% | -18.3% | +30.8% | +15.3% |
| 3M | +9.9% | -33.2% | +43.1% | +15.4% |
| 6M | +1.6% | -21.5% | +23.0% | +3.5% |
| YTD | -6.6% | -25.5% | +18.9% | -4.5% |
| 1Y | -22.9% | -38.0% | +15.1% | -19.9% |
| 3Y | +244.3% | -65.5% | +309.7% | +266.0% |
| 5Y | +117.8% | -90.6% | +208.4% | +158.8% |
| All | +195.1% | -36.7% | +231.8% | +199.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling