+51.6%
SW vs NIO
-60.9%
+112.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.6% | +3.8% |
| 7D | +12.1% | -0.6% | +12.7% | +12.1% |
| 30D | +6.6% | -3.5% | +10.1% | +6.8% |
| 3M | -6.0% | -30.7% | +24.7% | -3.1% |
| 6M | +21.5% | -45.6% | +67.1% | +27.6% |
| YTD | +20.3% | -35.3% | +55.6% | +23.8% |
| 1Y | +28.1% | -53.9% | +82.1% | +36.0% |
| All | +51.6% | -60.9% | +112.5% | +54.1% |
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