+196.6%
AMD vs NIO
-92.6%
+289.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.0% | -14.2% | -16.5% |
| 7D | -28.6% | -3.6% | -25.0% | -27.8% |
| 30D | -37.7% | -8.0% | -29.7% | -36.3% |
| 3M | -16.1% | -31.2% | +15.1% | -8.1% |
| 6M | +13.8% | -45.8% | +59.6% | +31.4% |
| YTD | +88.8% | -37.3% | +126.1% | +107.8% |
| 1Y | +57.8% | -56.1% | +113.9% | +89.1% |
| 3Y | +260.3% | -61.1% | +321.4% | +303.7% |
| 5Y | +196.6% | -92.4% | +289.0% | +406.5% |
| All | +196.6% | -92.6% | +289.3% | +406.5% |
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 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