+143.1%
AEHR vs NIO
-56.9%
+200.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.9% |
| 7D | -8.5% | +2.8% | -11.3% | -9.2% |
| 30D | -29.6% | -8.4% | -21.2% | -27.2% |
| 3M | -43.9% | -32.0% | -12.0% | -36.3% |
| 6M | -38.7% | -43.9% | +5.2% | -25.6% |
| YTD | +195.0% | -35.7% | +230.7% | +242.4% |
| 1Y | +142.3% | -51.1% | +193.4% | +203.2% |
| 3Y | +143.1% | -54.7% | +197.8% | +189.4% |
| All | +143.1% | -56.9% | +200.0% | +189.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling