+71.4%
ACN vs NIO
-43.2%
+114.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -2.9% | -2.4% |
| 7D | -2.5% | +6.9% | -9.4% | -2.9% |
| 30D | +22.6% | -4.7% | +27.4% | +22.9% |
| 3M | +45.9% | -28.1% | +74.0% | +48.5% |
| 6M | +43.8% | -41.7% | +85.5% | +47.8% |
| YTD | -2.5% | -33.1% | +30.7% | -1.0% |
| 1Y | +6.5% | -50.3% | +56.8% | +10.0% |
| 3Y | -14.2% | -54.4% | +40.2% | -13.3% |
| 5Y | -24.4% | -91.6% | +67.2% | -18.6% |
| All | +71.4% | -43.2% | +114.5% | +62.7% |
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