-85.9%
SPXS vs NIO
-90.3%
+4.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -1.5% | -6.7% | +5.1% | -3.4% |
| 30D | +3.7% | -20.0% | +23.7% | -2.4% |
| 3M | -9.6% | -30.5% | +20.9% | -17.9% |
| 6M | -32.4% | -20.7% | -11.7% | -35.1% |
| YTD | -28.7% | -25.7% | -3.0% | -32.4% |
| 1Y | -38.1% | -38.6% | +0.5% | -43.4% |
| 3Y | -80.1% | -62.3% | -17.9% | -82.4% |
| 5Y | -85.9% | -90.1% | +4.2% | -89.2% |
| All | -85.9% | -90.3% | +4.4% | -89.2% |
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