+11.1%
AG vs NIO
-92.1%
+103.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.1% | +0.7% |
| 7D | +6.3% | +5.6% | +0.7% | +5.3% |
| 30D | -8.9% | -4.2% | -4.7% | -8.2% |
| 3M | -12.2% | -26.3% | +14.1% | -7.4% |
| 6M | -28.3% | -42.5% | +14.2% | -21.2% |
| YTD | -8.8% | -33.5% | +24.7% | -3.1% |
| 1Y | +39.4% | -52.7% | +92.0% | +56.6% |
| 3Y | +229.4% | -57.5% | +286.9% | +252.2% |
| All | +11.1% | -92.1% | +103.2% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling