+32.5%
SYY vs NIO
-36.7%
+69.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.2% |
| 7D | -2.3% | -13.0% | +10.7% | -1.6% |
| 30D | -4.9% | -18.3% | +13.3% | -4.0% |
| 3M | +8.4% | -33.2% | +41.6% | +10.5% |
| 6M | -7.4% | -21.5% | +14.1% | -6.7% |
| YTD | +11.0% | -25.5% | +36.5% | +12.0% |
| 1Y | -0.2% | -38.0% | +37.8% | +1.4% |
| 3Y | +23.8% | -65.5% | +89.2% | +26.9% |
| 5Y | +18.1% | -90.6% | +108.7% | +25.8% |
| All | +32.5% | -36.7% | +69.1% | +20.6% |
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