+27.6%
SYY vs NIO
-56.4%
+84.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | -4.1% | +6.9% | -11.0% | -4.2% |
| 30D | +0.3% | -4.7% | +5.1% | +0.3% |
| 3M | -6.3% | -28.1% | +21.7% | -6.1% |
| 6M | +9.7% | -41.7% | +51.4% | +10.2% |
| YTD | +9.4% | -33.1% | +42.6% | +9.5% |
| 1Y | +7.3% | -50.3% | +57.6% | +7.9% |
| 3Y | +27.6% | -54.4% | +82.0% | +25.5% |
| All | +27.6% | -56.4% | +84.0% | +25.5% |
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 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