+10.9%
SPY vs NIO
-54.3%
+65.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.9% | -5.6% | -0.2% |
| 7D | -2.7% | +5.6% | -8.3% | -3.1% |
| 30D | -5.4% | -4.2% | -1.2% | -5.1% |
| 3M | -4.1% | -26.3% | +22.2% | -2.1% |
| 6M | +0.7% | -42.5% | +43.2% | +4.4% |
| YTD | +8.7% | -33.5% | +42.2% | +11.5% |
| 1Y | +10.9% | -52.7% | +63.5% | +18.2% |
| All | +10.9% | -54.3% | +65.1% | +18.2% |
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