+404.3%
AGI vs NIO
-90.3%
+494.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.5% |
| 7D | +2.2% | -4.1% | +6.4% | +2.6% |
| 30D | +11.3% | -23.2% | +34.5% | +13.7% |
| 3M | +5.6% | -29.9% | +35.6% | +8.6% |
| 6M | -27.7% | -25.1% | -2.6% | -26.2% |
| YTD | -4.1% | -27.5% | +23.4% | -2.0% |
| 1Y | +13.8% | -41.1% | +54.9% | +17.8% |
| 3Y | +217.0% | -63.1% | +280.2% | +229.7% |
| 5Y | +404.3% | -90.4% | +494.7% | +428.5% |
| All | +404.3% | -90.3% | +494.6% | +428.5% |
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