+146.0%
SU vs NIO
-51.7%
+197.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.2% |
| 7D | +1.7% | -14.5% | +16.2% | +2.8% |
| 30D | -7.9% | -15.0% | +7.1% | -6.9% |
| 3M | +7.5% | -35.6% | +43.1% | +10.6% |
| 6M | +7.2% | -55.7% | +62.9% | +13.0% |
| YTD | +60.9% | -43.1% | +104.1% | +65.9% |
| 1Y | +63.6% | -53.5% | +117.2% | +71.0% |
| 3Y | +128.9% | -59.8% | +188.7% | +134.4% |
| 5Y | +228.3% | -93.2% | +321.5% | +265.9% |
| All | +146.0% | -51.7% | +197.6% | +123.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling