+735.1%
AGI vs NIO
-40.3%
+775.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | -0.1% | -3.1% |
| 7D | -5.3% | -7.3% | +2.0% | -4.9% |
| 30D | +6.8% | -22.5% | +29.3% | +8.2% |
| 3M | +8.3% | -30.9% | +39.2% | +10.3% |
| 6M | -29.2% | -37.2% | +8.0% | -27.6% |
| YTD | -7.3% | -29.8% | +22.5% | -5.8% |
| 1Y | +8.0% | -37.4% | +45.4% | +10.2% |
| 3Y | +206.6% | -64.3% | +270.9% | +214.2% |
| 5Y | +398.1% | -90.6% | +488.7% | +423.3% |
| All | +735.1% | -40.3% | +775.4% | +754.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling