+66.5%
SU vs NIO
-37.6%
+104.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.1% |
| 7D | +1.7% | -7.3% | +8.9% | +1.8% |
| 30D | +9.6% | -22.5% | +32.1% | +10.3% |
| 3M | +11.7% | -30.9% | +42.6% | +12.7% |
| 6M | +21.9% | -37.2% | +59.1% | +23.4% |
| YTD | +58.6% | -29.8% | +88.4% | +60.0% |
| 1Y | +66.5% | -37.4% | +103.9% | +70.9% |
| All | +66.5% | -37.6% | +104.2% | +70.9% |
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 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