-5.3%
SYK vs NIO
-54.1%
+48.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +5.9% | +9.3% |
| 7D | +11.7% | -0.6% | +12.3% | +11.7% |
| 30D | +19.1% | -3.5% | +22.6% | +19.0% |
| 3M | +1.4% | -30.7% | +32.1% | +0.7% |
| 6M | +17.4% | -45.6% | +63.1% | +16.5% |
| YTD | -2.5% | -35.3% | +32.8% | -2.2% |
| 1Y | -5.3% | -53.9% | +48.6% | -4.3% |
| All | -5.3% | -54.1% | +48.8% | -4.3% |
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