-2.0%
AGG vs NIO
-90.3%
+88.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | -0.2% |
| 7D | -0.2% | -4.1% | +4.0% | -0.1% |
| 30D | -0.2% | -23.2% | +23.0% | +0.1% |
| 3M | -0.7% | -29.9% | +29.2% | -0.3% |
| 6M | -1.8% | -25.1% | +23.3% | -1.5% |
| YTD | -0.6% | -27.5% | +26.9% | -0.3% |
| 1Y | +0.4% | -41.1% | +41.5% | +0.8% |
| 3Y | +13.2% | -63.1% | +76.3% | +13.6% |
| 5Y | -2.0% | -90.4% | +88.4% | -2.4% |
| All | -2.0% | -90.3% | +88.3% | -2.4% |
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 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