+14.4%
AEM vs NIO
-52.9%
+67.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.8% | -1.3% | -4.4% |
| 7D | +13.9% | +2.8% | +11.0% | +13.3% |
| 30D | +0.8% | -8.4% | +9.1% | +2.2% |
| 3M | +5.8% | -32.0% | +37.7% | +11.7% |
| 6M | -1.0% | -43.9% | +43.0% | +7.5% |
| YTD | +13.1% | -35.7% | +48.8% | +22.4% |
| 1Y | +14.4% | -51.1% | +65.5% | +35.4% |
| All | +14.4% | -52.9% | +67.4% | +35.4% |
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 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