+199.0%
AMD vs NIO
-92.1%
+291.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.9% | +5.1% | +9.6% |
| 7D | -11.0% | +5.6% | -16.7% | -12.0% |
| 30D | -30.5% | -4.2% | -26.2% | -29.5% |
| 3M | -8.2% | -26.3% | +18.1% | -1.1% |
| 6M | +6.6% | -42.5% | +49.1% | +21.3% |
| YTD | +109.7% | -33.5% | +143.2% | +127.6% |
| 1Y | +88.9% | -52.7% | +141.6% | +122.2% |
| 3Y | +301.8% | -57.5% | +359.3% | +339.7% |
| All | +199.0% | -92.1% | +291.1% | +390.6% |
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 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