+53.7%
AIG vs NIO
-90.3%
+144.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.8% | +0.6% |
| 7D | -1.4% | -4.1% | +2.7% | -1.2% |
| 30D | -3.3% | -23.2% | +19.9% | -1.6% |
| 3M | +2.2% | -29.9% | +32.1% | +4.5% |
| 6M | -2.1% | -25.1% | +23.0% | -0.9% |
| YTD | -11.2% | -27.5% | +16.3% | -10.0% |
| 1Y | -2.1% | -41.1% | +39.0% | +0.3% |
| 3Y | +34.4% | -63.1% | +97.5% | +39.3% |
| 5Y | +53.7% | -90.4% | +144.1% | +77.0% |
| All | +53.7% | -90.3% | +144.0% | +77.0% |
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