-17.4%
AA vs NIO
-93.2%
+75.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.2% | -0.5% |
| 7D | +0.5% | -14.5% | +15.0% | +4.5% |
| 30D | -0.6% | -15.0% | +14.4% | +3.5% |
| 3M | -19.7% | -35.6% | +15.9% | -10.4% |
| 6M | -41.6% | -55.7% | +14.1% | -28.8% |
| YTD | -24.6% | -43.1% | +18.5% | -15.3% |
| 1Y | +4.9% | -53.5% | +58.4% | +23.9% |
| 3Y | +66.8% | -59.8% | +126.7% | +87.0% |
| All | -17.4% | -93.2% | +75.8% | +22.7% |
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