+282.7%
ACGL vs NIO
-46.0%
+328.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -1.4% | -1.8% | +0.5% | -1.3% |
| 30D | +12.4% | -6.6% | +19.0% | +12.5% |
| 3M | +11.1% | -29.9% | +41.0% | +12.1% |
| 6M | +16.3% | -46.6% | +63.0% | +18.2% |
| YTD | +13.8% | -36.5% | +50.3% | +14.8% |
| 1Y | +20.4% | -51.1% | +71.5% | +22.4% |
| 3Y | +33.6% | -55.2% | +88.8% | +34.1% |
| 5Y | +176.8% | -92.3% | +269.2% | +191.7% |
| All | +282.7% | -46.0% | +328.7% | +242.7% |
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 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