+279.4%
AJG vs NIO
-36.8%
+316.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -4.0% |
| 7D | -3.8% | -6.7% | +2.9% | -3.6% |
| 30D | +1.6% | -20.0% | +21.7% | +2.3% |
| 3M | +18.6% | -30.5% | +49.1% | +19.9% |
| 6M | +10.9% | -20.7% | +31.6% | +11.3% |
| YTD | -2.0% | -25.7% | +23.7% | -1.4% |
| 1Y | -14.9% | -38.6% | +23.6% | -14.1% |
| 3Y | +13.4% | -62.3% | +75.7% | +14.9% |
| 5Y | +83.2% | -90.1% | +173.3% | +90.7% |
| All | +279.4% | -36.8% | +316.3% | +248.3% |
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