+11.9%
AG vs NIO
-55.0%
+66.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.2% |
| 7D | -10.0% | -14.5% | +4.5% | -6.3% |
| 30D | -10.5% | -15.0% | +4.5% | -6.7% |
| 3M | -27.3% | -35.6% | +8.3% | -19.9% |
| 6M | -43.0% | -55.7% | +12.7% | -31.7% |
| YTD | -17.9% | -43.1% | +25.2% | -6.2% |
| 1Y | +11.9% | -53.5% | +65.4% | +38.5% |
| All | +11.9% | -55.0% | +66.9% | +38.5% |
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