+1,382.7%
AMD vs NIO
-36.7%
+1,419.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.2% | +5.0% |
| 7D | +2.6% | -13.0% | +15.6% | +5.0% |
| 30D | -0.9% | -18.3% | +17.4% | +2.4% |
| 3M | -8.7% | -33.2% | +24.5% | -2.4% |
| 6M | +136.3% | -21.5% | +157.8% | +143.5% |
| YTD | +123.0% | -25.5% | +148.5% | +131.5% |
| 1Y | +195.2% | -38.0% | +233.2% | +214.4% |
| 3Y | +336.3% | -65.5% | +401.8% | +378.6% |
| 5Y | +334.5% | -90.6% | +425.1% | +440.9% |
| All | +1,382.7% | -36.7% | +1,419.3% | +1,417.5% |
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 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