+24.8%
ACN vs NIO
-36.7%
+61.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.8% | -3.2% |
| 7D | -1.5% | -13.0% | +11.5% | -0.7% |
| 30D | +9.4% | -18.3% | +27.6% | +10.6% |
| 3M | +5.6% | -33.2% | +38.9% | +8.0% |
| 6M | -9.3% | -21.5% | +12.2% | -8.5% |
| YTD | -29.0% | -25.5% | -3.5% | -28.3% |
| 1Y | -24.7% | -38.0% | +13.4% | -23.3% |
| 3Y | -39.8% | -65.5% | +25.6% | -38.1% |
| 5Y | -40.9% | -90.6% | +49.7% | -36.8% |
| All | +24.8% | -36.7% | +61.5% | +17.9% |
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