+262.6%
AJG vs NIO
-38.5%
+301.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.3% |
| 7D | -8.3% | -2.9% | -5.4% | -8.2% |
| 30D | -5.7% | -18.7% | +13.0% | -5.1% |
| 3M | +9.1% | -29.4% | +38.5% | +10.2% |
| 6M | +15.2% | -32.5% | +47.8% | +16.4% |
| YTD | -6.3% | -27.6% | +21.4% | -5.7% |
| 1Y | -19.1% | -39.2% | +20.1% | -18.3% |
| 3Y | +8.2% | -64.3% | +72.5% | +9.9% |
| 5Y | +75.6% | -90.3% | +165.9% | +82.9% |
| All | +262.6% | -38.5% | +301.1% | +233.2% |
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