-4.8%
ALNY vs NIO
-93.2%
+88.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.9% | +10.3% | +5.9% |
| 7D | +5.8% | -14.5% | +20.3% | +7.8% |
| 30D | -26.5% | -15.0% | -11.5% | -25.1% |
| 3M | -27.3% | -35.6% | +8.2% | -23.6% |
| 6M | -43.4% | -55.7% | +12.3% | -38.0% |
| YTD | -58.5% | -43.1% | -15.4% | -56.3% |
| 1Y | -63.6% | -53.5% | -10.1% | -60.8% |
| 3Y | 0.0% | -59.8% | +59.9% | +3.9% |
| All | -4.8% | -93.2% | +88.4% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling