+125.7%
SU vs NIO
-64.4%
+190.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.0% | +1.8% |
| 7D | +1.6% | -4.1% | +5.7% | +1.8% |
| 30D | +10.7% | -23.2% | +34.0% | +12.1% |
| 3M | +13.5% | -29.9% | +43.4% | +15.4% |
| 6M | +21.8% | -25.1% | +46.9% | +23.0% |
| YTD | +58.8% | -27.5% | +86.3% | +60.6% |
| 1Y | +72.0% | -41.1% | +113.1% | +75.4% |
| All | +125.7% | -64.4% | +190.0% | +125.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling