+32.6%
ACI vs NIO
-53.9%
+86.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.3% |
| 7D | -5.3% | -1.8% | -3.5% | -5.3% |
| 30D | +5.0% | -6.6% | +11.7% | +5.1% |
| 3M | +7.5% | -29.9% | +37.4% | +8.0% |
| 6M | -16.0% | -46.6% | +30.6% | -15.3% |
| YTD | -20.6% | -36.5% | +15.8% | -20.3% |
| 1Y | -23.5% | -51.1% | +27.6% | -22.9% |
| 3Y | -32.1% | -55.2% | +23.1% | -32.0% |
| 5Y | -42.5% | -92.3% | +49.8% | -41.8% |
| All | +32.6% | -53.9% | +86.5% | +38.3% |
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