+95.7%
AIG vs NIO
-49.2%
+144.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.5% | +0.1% |
| 7D | +2.0% | -4.7% | +6.7% | +2.3% |
| 30D | +6.3% | -14.3% | +20.7% | +7.4% |
| 3M | +9.2% | -32.8% | +42.0% | +12.1% |
| 6M | +9.5% | -49.8% | +59.4% | +14.7% |
| YTD | -1.6% | -40.2% | +38.6% | +1.2% |
| 1Y | +8.5% | -52.7% | +61.2% | +13.4% |
| 3Y | +38.3% | -57.9% | +96.2% | +40.8% |
| 5Y | +59.0% | -92.9% | +151.9% | +78.8% |
| All | +95.7% | -49.2% | +144.8% | +67.1% |
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