+214.5%
AME vs NIO
-36.8%
+251.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +2.8% | -6.7% | +9.4% | +3.2% |
| 30D | -6.3% | -20.0% | +13.8% | -5.1% |
| 3M | +5.4% | -30.5% | +35.8% | +7.6% |
| 6M | +7.4% | -20.7% | +28.2% | +8.5% |
| YTD | +16.2% | -25.7% | +41.8% | +17.6% |
| 1Y | +26.8% | -38.6% | +65.4% | +29.4% |
| 3Y | +57.5% | -62.3% | +119.8% | +61.3% |
| 5Y | +84.8% | -90.1% | +174.9% | +97.7% |
| All | +214.5% | -36.8% | +251.4% | +182.6% |
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