-63.4%
AAL vs NIO
-46.0%
-17.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +3.4% | -1.8% | +5.3% | +3.7% |
| 30D | +11.7% | -6.6% | +18.4% | +12.9% |
| 3M | -7.8% | -29.9% | +22.1% | -2.8% |
| 6M | +10.2% | -46.6% | +56.9% | +20.4% |
| YTD | -8.0% | -36.5% | +28.4% | -3.0% |
| 1Y | +8.5% | -51.1% | +59.7% | +18.9% |
| 3Y | +19.5% | -55.2% | +74.7% | +24.0% |
| 5Y | -33.9% | -92.3% | +58.4% | -16.9% |
| All | -63.4% | -46.0% | -17.4% | -68.6% |
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 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