+1,558.1%
AMD vs NIO
-51.7%
+1,609.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.9% | -3.8% | -7.9% |
| 7D | +18.9% | -14.5% | +33.4% | +22.1% |
| 30D | -6.4% | -15.0% | +8.5% | -3.7% |
| 3M | +10.6% | -35.6% | +46.1% | +19.2% |
| 6M | +19.9% | -55.7% | +75.5% | +37.1% |
| YTD | +149.4% | -43.1% | +192.5% | +171.3% |
| 1Y | +115.4% | -53.5% | +168.9% | +142.1% |
| 3Y | +357.3% | -59.8% | +417.1% | +392.4% |
| 5Y | +261.1% | -93.2% | +354.3% | +374.4% |
| All | +1,558.1% | -51.7% | +1,609.7% | +1,678.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling