-98.6%
SPXU vs NIO
-51.7%
-46.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +0.2% |
| 7D | -7.6% | -14.5% | +6.9% | -10.4% |
| 30D | +5.3% | -15.0% | +20.3% | +2.2% |
| 3M | +9.6% | -35.6% | +45.2% | +0.9% |
| 6M | -4.5% | -55.7% | +51.1% | -18.1% |
| YTD | -25.9% | -43.1% | +17.3% | -32.1% |
| 1Y | -28.9% | -53.5% | +24.7% | -37.2% |
| 3Y | -80.5% | -59.8% | -20.6% | -81.4% |
| 5Y | -83.4% | -93.2% | +9.8% | -86.1% |
| All | -98.6% | -51.7% | -46.9% | -98.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling