-14.8%
AA vs NIO
-92.1%
+77.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.9% | -3.0% | +1.4% |
| 7D | +0.9% | +5.6% | -4.7% | -0.5% |
| 30D | -6.7% | -4.2% | -2.4% | -5.7% |
| 3M | -16.3% | -26.3% | +10.0% | -9.7% |
| 6M | -37.1% | -42.5% | +5.4% | -28.1% |
| YTD | -25.0% | -33.5% | +8.5% | -18.9% |
| 1Y | +8.6% | -52.7% | +61.2% | +28.0% |
| 3Y | +57.2% | -57.5% | +114.7% | +74.4% |
| All | -14.8% | -92.1% | +77.2% | +41.4% |
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