+78.1%
STM vs NIO
-54.3%
+132.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.9% | -1.5% | +3.2% |
| 7D | -10.7% | +5.6% | -16.3% | -11.7% |
| 30D | -25.7% | -4.2% | -21.5% | -25.1% |
| 3M | -21.6% | -26.3% | +4.7% | -17.2% |
| 6M | -27.8% | -42.5% | +14.7% | -20.6% |
| YTD | +61.8% | -33.5% | +95.3% | +74.7% |
| 1Y | +78.1% | -52.7% | +130.8% | +97.0% |
| All | +78.1% | -54.3% | +132.3% | +97.0% |
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