-35.2%
SPXU vs NIO
-37.6%
+2.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.1% | +1.1% |
| 7D | +6.4% | -7.3% | +13.6% | +4.6% |
| 30D | +5.9% | -22.5% | +28.5% | +0.3% |
| 3M | -11.7% | -30.9% | +19.2% | -18.3% |
| 6M | -28.7% | -37.2% | +8.5% | -34.3% |
| YTD | -26.4% | -29.8% | +3.5% | -30.4% |
| 1Y | -35.2% | -37.4% | +2.2% | -44.4% |
| All | -35.2% | -37.6% | +2.4% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling