-84.1%
SPXU vs NIO
-92.1%
+8.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -4.2% |
| 7D | +1.5% | -1.8% | +3.4% | +1.2% |
| 30D | +6.4% | -6.6% | +13.0% | +4.8% |
| 3M | +4.2% | -29.9% | +34.1% | -4.7% |
| 6M | -7.8% | -46.6% | +38.9% | -21.2% |
| YTD | -27.5% | -36.5% | +8.9% | -33.8% |
| 1Y | -27.1% | -51.1% | +24.0% | -37.8% |
| 3Y | -80.8% | -55.2% | -25.6% | -81.8% |
| 5Y | -84.1% | -92.3% | +8.2% | -88.5% |
| All | -84.1% | -92.1% | +8.0% | -88.5% |
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