+12.8%
AJG vs NIO
-22.8%
+35.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -3.0% |
| 7D | -7.4% | -4.1% | -3.2% | -7.6% |
| 30D | -3.0% | -23.2% | +20.3% | -4.7% |
| 3M | +12.8% | -29.9% | +42.8% | +10.1% |
| 6M | +12.8% | -25.1% | +37.9% | +9.4% |
| All | +12.8% | -22.8% | +35.6% | +9.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling