-20.8%
STRL vs NIO
-53.2%
+32.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.1% | +0.9% |
| 7D | +23.4% | -4.7% | +28.1% | +25.0% |
| 30D | -39.5% | -14.3% | -25.2% | -36.8% |
| 3M | -45.1% | -32.8% | -12.2% | -38.9% |
| 6M | -64.6% | -49.8% | -14.7% | -57.7% |
| YTD | -1.5% | -40.2% | +38.7% | +6.0% |
| 1Y | -20.8% | -52.7% | +31.9% | +4.0% |
| All | -20.8% | -53.2% | +32.4% | +4.0% |
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