+28.5%
SYY vs NIO
-51.7%
+80.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.4% |
| 7D | +0.3% | -14.5% | +14.8% | +1.1% |
| 30D | -4.8% | -15.0% | +10.2% | -4.0% |
| 3M | -7.1% | -35.6% | +28.5% | -5.0% |
| 6M | +6.8% | -55.7% | +62.5% | +11.1% |
| YTD | +7.7% | -43.1% | +50.8% | +10.1% |
| 1Y | +5.7% | -53.5% | +59.2% | +9.2% |
| 3Y | +24.6% | -59.8% | +84.4% | +26.4% |
| 5Y | +15.6% | -93.2% | +108.8% | +25.2% |
| All | +28.5% | -51.7% | +80.2% | +18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling