-12.9%
ALB vs NIO
-59.9%
+47.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.0% | -0.7% |
| 7D | +9.1% | +5.6% | +3.5% | +7.4% |
| 30D | -3.4% | -4.2% | +0.8% | -2.4% |
| 3M | -20.6% | -26.3% | +5.7% | -14.0% |
| 6M | -48.2% | -42.5% | -5.6% | -40.3% |
| YTD | -29.2% | -33.5% | +4.3% | -22.5% |
| 1Y | +10.0% | -52.7% | +62.7% | +31.9% |
| 3Y | -12.9% | -57.5% | +44.6% | -2.5% |
| All | -12.9% | -59.9% | +47.0% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling