+60.4%
AMGN vs NIO
-37.4%
+97.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.5% |
| 7D | +1.1% | -13.0% | +14.2% | +1.5% |
| 30D | +7.8% | -18.3% | +26.1% | +8.4% |
| 3M | +27.3% | -33.2% | +60.5% | +28.7% |
| 6M | +16.8% | -21.5% | +38.3% | +17.2% |
| YTD | +36.3% | -25.5% | +61.8% | +36.9% |
| 1Y | +60.4% | -38.0% | +98.4% | +64.9% |
| All | +60.4% | -37.4% | +97.8% | +64.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling