-29.8%
SYK vs NIO
-38.6%
+8.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -2.0% |
| 7D | -12.3% | -7.3% | -5.1% | -12.4% |
| 30D | -22.4% | -22.5% | +0.1% | -22.8% |
| 3M | -12.3% | -30.9% | +18.5% | -12.9% |
| 6M | -24.3% | -37.2% | +12.9% | -24.6% |
| YTD | -22.8% | -29.8% | +7.0% | -22.6% |
| All | -29.8% | -38.6% | +8.7% | -30.1% |
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 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