+99.6%
STM vs NIO
-37.4%
+137.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.4% | +2.2% |
| 7D | +5.8% | -13.0% | +18.8% | +8.5% |
| 30D | -1.0% | -18.3% | +17.3% | +2.6% |
| 3M | -33.3% | -33.2% | 0.0% | -28.4% |
| 6M | +57.4% | -21.5% | +78.8% | +64.0% |
| YTD | +102.2% | -25.5% | +127.7% | +112.1% |
| 1Y | +99.6% | -38.0% | +137.6% | +125.8% |
| All | +99.6% | -37.4% | +137.0% | +125.8% |
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