+246.7%
SPYG vs NIO
-36.8%
+283.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +1.2% | -6.7% | +7.8% | +1.8% |
| 30D | -1.6% | -20.0% | +18.5% | +0.3% |
| 3M | +3.4% | -30.5% | +33.8% | +6.4% |
| 6M | +18.9% | -20.7% | +39.6% | +20.6% |
| YTD | +13.8% | -25.7% | +39.5% | +15.9% |
| 1Y | +20.6% | -38.6% | +59.2% | +24.3% |
| 3Y | +100.5% | -62.3% | +162.8% | +107.5% |
| 5Y | +84.6% | -90.1% | +174.7% | +102.4% |
| All | +246.7% | -36.8% | +283.6% | +230.9% |
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