+70.9%
ACN vs NIO
-46.0%
+116.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.8% |
| 7D | -4.0% | -1.8% | -2.2% | -3.9% |
| 30D | +19.0% | -6.6% | +25.6% | +19.4% |
| 3M | +42.2% | -29.9% | +72.1% | +44.9% |
| 6M | +50.1% | -46.6% | +96.8% | +55.1% |
| YTD | -2.7% | -36.5% | +33.7% | -1.0% |
| 1Y | +7.6% | -51.1% | +58.7% | +11.2% |
| 3Y | -15.9% | -55.2% | +39.4% | -15.0% |
| 5Y | -24.4% | -92.3% | +67.9% | -18.2% |
| All | +70.9% | -46.0% | +116.9% | +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