+26.3%
ACI vs NIO
-45.9%
+72.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | -0.3% |
| 7D | +0.2% | -13.0% | +13.2% | +0.4% |
| 30D | +5.9% | -18.3% | +24.2% | +6.2% |
| 3M | -19.8% | -33.2% | +13.4% | -19.3% |
| 6M | -24.7% | -21.5% | -3.3% | -24.6% |
| YTD | -24.4% | -25.5% | +1.1% | -24.2% |
| 1Y | -31.5% | -38.0% | +6.5% | -31.2% |
| 3Y | -38.7% | -65.5% | +26.8% | -38.2% |
| 5Y | -42.8% | -90.6% | +47.8% | -42.2% |
| All | +26.3% | -45.9% | +72.2% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling