+8.4%
AIG vs NIO
-55.0%
+63.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.2% |
| 7D | +6.6% | -14.5% | +21.0% | +6.0% |
| 30D | +7.0% | -15.0% | +22.0% | +6.5% |
| 3M | +9.7% | -35.6% | +45.3% | +8.6% |
| 6M | +10.8% | -55.7% | +66.5% | +9.6% |
| YTD | -1.3% | -43.1% | +41.9% | -3.3% |
| 1Y | +8.4% | -53.5% | +61.9% | +7.4% |
| All | +8.4% | -55.0% | +63.3% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling