+13.1%
ACWI vs NIO
-55.0%
+68.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.2% |
| 7D | +2.4% | -14.5% | +16.9% | +4.0% |
| 30D | -1.7% | -15.0% | +13.3% | -0.1% |
| 3M | -3.9% | -35.6% | +31.6% | 0.0% |
| 6M | +0.8% | -55.7% | +56.4% | +8.4% |
| YTD | +11.0% | -43.1% | +54.2% | +16.5% |
| 1Y | +13.1% | -53.5% | +66.6% | +21.0% |
| All | +13.1% | -55.0% | +68.1% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling