+19.3%
SYY vs NIO
-90.3%
+109.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -2.8% | -6.7% | +3.9% | -2.4% |
| 30D | -5.3% | -20.0% | +14.8% | -4.1% |
| 3M | +5.1% | -30.5% | +35.5% | +7.2% |
| 6M | -5.0% | -20.7% | +15.7% | -4.3% |
| YTD | +10.7% | -25.7% | +36.4% | +11.8% |
| 1Y | +0.7% | -38.6% | +39.3% | +2.5% |
| 3Y | +24.0% | -62.3% | +86.3% | +27.8% |
| 5Y | +19.3% | -90.1% | +109.3% | +30.8% |
| All | +19.3% | -90.3% | +109.6% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling