+168.2%
ACGL vs NIO
-92.6%
+260.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | -0.1% |
| 7D | +6.4% | -3.6% | +10.0% | +6.4% |
| 30D | +16.6% | -8.0% | +24.7% | +16.7% |
| 3M | +11.6% | -31.2% | +42.8% | +12.0% |
| 6M | +17.5% | -45.8% | +63.2% | +18.2% |
| YTD | +15.3% | -37.3% | +52.5% | +15.6% |
| 1Y | +26.3% | -56.1% | +82.4% | +27.4% |
| 3Y | +35.9% | -61.1% | +97.0% | +36.4% |
| 5Y | +168.2% | -92.4% | +260.6% | +189.0% |
| All | +168.2% | -92.6% | +260.8% | +189.0% |
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