+47.3%
STLD vs NIO
-54.3%
+101.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.5% | 0.0% |
| 7D | -11.1% | +5.6% | -16.7% | -11.5% |
| 30D | -4.8% | -4.2% | -0.5% | -4.5% |
| 3M | -14.6% | -26.3% | +11.8% | -12.8% |
| 6M | -7.4% | -42.5% | +35.1% | -3.9% |
| YTD | +32.6% | -33.5% | +66.1% | +36.1% |
| 1Y | +47.3% | -52.7% | +100.0% | +53.7% |
| All | +47.3% | -54.3% | +101.6% | +53.7% |
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