+141.5%
ACWI vs NIO
-43.5%
+185.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -6.0% | -0.5% |
| 7D | -2.4% | +5.6% | -8.0% | -2.8% |
| 30D | -5.2% | -4.2% | -1.0% | -4.9% |
| 3M | -4.8% | -26.3% | +21.5% | -2.7% |
| 6M | -1.3% | -42.5% | +41.2% | +2.5% |
| YTD | +8.4% | -33.5% | +41.9% | +11.0% |
| 1Y | +11.0% | -52.7% | +63.7% | +16.4% |
| 3Y | +70.6% | -57.5% | +128.0% | +74.6% |
| 5Y | +55.3% | -92.0% | +147.3% | +70.5% |
| All | +141.5% | -43.5% | +185.0% | +128.7% |
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