+25.5%
AMCR vs NIO
-38.3%
+63.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.4% | -2.6% |
| 7D | -6.3% | -4.1% | -2.1% | -6.1% |
| 30D | -7.1% | -23.2% | +16.1% | -5.8% |
| 3M | +12.7% | -29.9% | +42.6% | +14.7% |
| 6M | +5.2% | -25.1% | +30.3% | +6.4% |
| YTD | +8.1% | -27.5% | +35.5% | +9.4% |
| 1Y | +11.7% | -41.1% | +52.8% | +14.0% |
| 3Y | +9.9% | -63.1% | +73.1% | +12.2% |
| 5Y | -8.7% | -90.4% | +81.7% | -4.2% |
| All | +25.5% | -38.3% | +63.8% | +17.2% |
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 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