+69.8%
SYK vs NIO
-40.3%
+110.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -1.8% |
| 7D | -12.3% | -7.3% | -5.1% | -12.1% |
| 30D | -22.4% | -22.5% | +0.1% | -21.6% |
| 3M | -12.3% | -30.9% | +18.5% | -11.1% |
| 6M | -24.3% | -37.2% | +12.9% | -23.1% |
| YTD | -22.8% | -29.8% | +7.0% | -22.0% |
| 1Y | -28.8% | -37.4% | +8.6% | -27.9% |
| 3Y | -4.0% | -64.3% | +60.4% | -2.2% |
| 5Y | +3.8% | -90.6% | +94.4% | +8.6% |
| All | +69.8% | -40.3% | +110.1% | +64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling