-98.7%
SPXU vs NIO
-38.3%
-60.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +0.9% |
| 7D | +1.3% | -4.1% | +5.4% | +0.4% |
| 30D | +5.1% | -23.2% | +28.4% | -0.3% |
| 3M | -9.1% | -29.9% | +20.8% | -15.2% |
| 6M | -29.6% | -25.1% | -4.5% | -32.4% |
| YTD | -27.7% | -27.5% | -0.2% | -30.7% |
| 1Y | -37.0% | -41.1% | +4.1% | -41.3% |
| 3Y | -80.2% | -63.1% | -17.0% | -81.3% |
| 5Y | -86.0% | -90.4% | +4.4% | -87.5% |
| All | -98.7% | -38.3% | -60.3% | -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