+43.8%
STT vs NIO
-54.3%
+98.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -0.1% |
| 7D | -2.5% | +5.6% | -8.1% | -2.7% |
| 30D | -5.0% | -4.2% | -0.7% | -4.9% |
| 3M | -10.5% | -26.3% | +15.8% | -9.8% |
| 6M | +10.0% | -42.5% | +52.6% | +11.4% |
| YTD | +30.7% | -33.5% | +64.2% | +31.5% |
| 1Y | +43.8% | -52.7% | +96.4% | +48.8% |
| All | +43.8% | -54.3% | +98.0% | +48.8% |
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