-98.6%
SPXU vs NIO
-49.2%
-49.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.9% | +6.9% | -0.2% |
| 7D | -9.4% | -4.7% | -4.7% | -10.2% |
| 30D | +7.4% | -14.3% | +21.8% | +4.4% |
| 3M | +6.2% | -32.8% | +39.0% | -1.5% |
| 6M | -7.2% | -49.8% | +42.6% | -18.4% |
| YTD | -26.8% | -40.2% | +13.4% | -32.2% |
| 1Y | -26.3% | -52.7% | +26.5% | -34.6% |
| 3Y | -80.6% | -57.9% | -22.7% | -81.3% |
| 5Y | -83.6% | -92.9% | +9.3% | -86.1% |
| All | -98.6% | -49.2% | -49.5% | -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