+17.4%
AGI vs NIO
-37.4%
+54.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.8% |
| 7D | +0.6% | -13.0% | +13.6% | +1.9% |
| 30D | +18.2% | -18.3% | +36.5% | +20.4% |
| 3M | -4.1% | -33.2% | +29.1% | -0.4% |
| 6M | -28.7% | -21.5% | -7.2% | -26.1% |
| YTD | -4.0% | -25.5% | +21.5% | +0.2% |
| 1Y | +17.4% | -38.0% | +55.4% | +32.6% |
| All | +17.4% | -37.4% | +54.8% | +32.6% |
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