-7.2%
SYK vs NIO
-65.5%
+58.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -1.9% |
| 7D | -12.3% | -7.3% | -5.1% | -12.3% |
| 30D | -22.4% | -22.5% | +0.1% | -22.2% |
| 3M | -12.3% | -30.9% | +18.5% | -12.0% |
| 6M | -24.3% | -37.2% | +12.9% | -23.9% |
| YTD | -22.8% | -29.8% | +7.0% | -22.5% |
| 1Y | -28.8% | -37.4% | +8.6% | -28.5% |
| All | -7.2% | -65.5% | +58.3% | -7.4% |
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