-41.2%
ACI vs NIO
-92.1%
+50.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.9% | -9.3% | -3.5% |
| 7D | -2.2% | +5.6% | -7.8% | -2.3% |
| 30D | +10.3% | -4.2% | +14.5% | +10.3% |
| 3M | +7.2% | -26.3% | +33.5% | +7.7% |
| 6M | -18.0% | -42.5% | +24.5% | -17.3% |
| YTD | -22.0% | -33.5% | +11.5% | -21.6% |
| 1Y | -23.4% | -52.7% | +29.3% | -22.5% |
| 3Y | -35.8% | -57.5% | +21.6% | -35.6% |
| All | -41.2% | -92.1% | +50.8% | -40.6% |
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 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