+764.6%
AGI vs NIO
-36.7%
+801.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.8% |
| 7D | +0.6% | -13.0% | +13.6% | +1.3% |
| 30D | +18.2% | -18.3% | +36.5% | +19.5% |
| 3M | -4.1% | -33.2% | +29.1% | -2.1% |
| 6M | -28.7% | -21.5% | -7.2% | -27.9% |
| YTD | -4.0% | -25.5% | +21.5% | -2.8% |
| 1Y | +17.4% | -38.0% | +55.4% | +19.7% |
| 3Y | +203.0% | -65.5% | +268.5% | +210.9% |
| 5Y | +376.7% | -90.6% | +467.2% | +400.1% |
| All | +764.6% | -36.7% | +801.3% | +782.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling