+225.3%
SU vs NIO
-92.9%
+318.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.3% | +0.9% |
| 7D | +0.3% | -4.7% | +5.0% | +0.6% |
| 30D | -7.9% | -14.3% | +6.5% | -7.0% |
| 3M | +9.2% | -32.8% | +42.0% | +12.0% |
| 6M | +5.5% | -49.8% | +55.3% | +10.2% |
| YTD | +59.5% | -40.2% | +99.7% | +63.8% |
| 1Y | +59.9% | -52.7% | +112.7% | +67.0% |
| 3Y | +130.3% | -57.9% | +188.2% | +135.1% |
| 5Y | +225.3% | -92.9% | +318.2% | +284.8% |
| All | +225.3% | -92.9% | +318.2% | +284.8% |
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 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