+164.5%
ACGL vs NIO
-90.7%
+255.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.7% |
| 7D | -0.7% | -13.0% | +12.3% | -0.6% |
| 30D | -1.0% | -18.3% | +17.3% | -0.8% |
| 3M | +11.0% | -33.2% | +44.3% | +11.5% |
| 6M | -0.3% | -21.5% | +21.2% | -0.3% |
| YTD | +2.3% | -25.5% | +27.8% | +2.4% |
| 1Y | +6.4% | -38.0% | +44.4% | +6.7% |
| 3Y | +34.0% | -65.5% | +99.4% | +35.5% |
| All | +164.5% | -90.7% | +255.2% | +183.0% |
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 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