+27.1%
SW vs NIO
-56.1%
+83.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.0% | +1.5% | -1.3% |
| 7D | +4.7% | -3.6% | +8.3% | +4.8% |
| 30D | +5.0% | -8.0% | +13.0% | +5.4% |
| 3M | -7.3% | -31.2% | +23.9% | -5.9% |
| 6M | +15.0% | -45.8% | +60.7% | +18.3% |
| YTD | +18.5% | -37.3% | +55.8% | +22.1% |
| 1Y | +27.1% | -56.1% | +83.2% | +35.2% |
| All | +27.1% | -56.1% | +83.2% | +35.2% |
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