+76.3%
STT vs NIO
-37.4%
+113.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | +2.2% | -6.7% | +8.8% | +2.5% |
| 30D | +3.9% | -20.0% | +23.9% | +5.1% |
| 3M | +19.2% | -30.5% | +49.6% | +21.4% |
| 6M | +60.4% | -20.7% | +81.1% | +60.6% |
| YTD | +51.5% | -25.7% | +77.1% | +52.4% |
| 1Y | +76.3% | -38.6% | +114.9% | +84.9% |
| All | +76.3% | -37.4% | +113.6% | +84.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling