+154.5%
STT vs NIO
-90.7%
+245.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.3% |
| 7D | +0.5% | -13.0% | +13.5% | +2.0% |
| 30D | +3.9% | -18.3% | +22.1% | +6.1% |
| 3M | +20.0% | -33.2% | +53.2% | +25.1% |
| 6M | +55.3% | -21.5% | +76.8% | +57.9% |
| YTD | +53.3% | -25.5% | +78.8% | +56.5% |
| 1Y | +74.7% | -38.0% | +112.7% | +81.1% |
| 3Y | +205.8% | -65.5% | +271.3% | +226.3% |
| All | +154.5% | -90.7% | +245.2% | +214.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling