+3.8%
SYY vs NIO
-38.9%
+42.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.5% | +2.1% |
| 7D | -0.2% | -4.1% | +3.9% | -0.3% |
| 30D | -2.7% | -23.2% | +20.5% | -3.3% |
| 3M | +5.9% | -29.9% | +35.8% | +5.1% |
| 6M | -2.3% | -25.1% | +22.8% | -3.2% |
| YTD | +13.1% | -27.5% | +40.5% | +11.7% |
| 1Y | +3.8% | -41.1% | +44.8% | +0.5% |
| All | +3.8% | -38.9% | +42.7% | +0.5% |
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 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