-66.5%
AAL vs NIO
-36.8%
-29.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -0.3% | -6.7% | +6.3% | +0.7% |
| 30D | -19.0% | -20.0% | +1.0% | -16.3% |
| 3M | -5.1% | -30.5% | +25.4% | 0.0% |
| 6M | +15.5% | -20.7% | +36.2% | +18.1% |
| YTD | -15.8% | -25.7% | +9.9% | -13.2% |
| 1Y | -0.3% | -38.6% | +38.3% | +4.8% |
| 3Y | -7.7% | -62.3% | +54.6% | -1.7% |
| 5Y | -32.5% | -90.1% | +57.5% | -18.4% |
| All | -66.5% | -36.8% | -29.7% | -72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling