+138.3%
AGI vs NIO
-55.4%
+193.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.5% | -2.6% |
| 7D | 0.0% | -1.8% | +1.8% | +0.2% |
| 30D | -7.6% | -6.6% | -1.0% | -7.0% |
| 3M | -10.2% | -29.9% | +19.7% | -7.6% |
| 6M | -31.5% | -46.6% | +15.1% | -28.1% |
| YTD | -22.0% | -36.5% | +14.5% | -19.3% |
| 1Y | -7.9% | -51.1% | +43.2% | -2.9% |
| All | +138.3% | -55.4% | +193.8% | +156.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling