+76.6%
AIG vs NIO
-40.3%
+117.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.2% |
| 7D | -2.4% | -7.3% | +4.9% | -1.8% |
| 30D | -2.9% | -22.5% | +19.6% | -1.2% |
| 3M | +0.8% | -30.9% | +31.7% | +3.4% |
| 6M | -2.7% | -37.2% | +34.5% | +0.1% |
| YTD | -11.2% | -29.8% | +18.6% | -9.6% |
| 1Y | -1.5% | -37.4% | +35.9% | +0.7% |
| 3Y | +34.4% | -64.3% | +98.7% | +38.8% |
| 5Y | +54.4% | -90.6% | +145.0% | +70.0% |
| All | +76.6% | -40.3% | +117.0% | +49.4% |
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