+144.2%
AMGN vs NIO
-40.3%
+184.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -2.2% |
| 7D | -13.9% | -7.3% | -6.6% | -13.7% |
| 30D | -7.1% | -22.5% | +15.4% | -6.5% |
| 3M | +13.9% | -30.9% | +44.8% | +15.1% |
| 6M | +3.2% | -37.2% | +40.4% | +4.5% |
| YTD | +19.2% | -29.8% | +49.0% | +20.2% |
| 1Y | +41.1% | -37.4% | +78.5% | +42.5% |
| 3Y | +61.3% | -64.3% | +125.6% | +63.2% |
| 5Y | +109.1% | -90.6% | +199.6% | +116.0% |
| All | +144.2% | -40.3% | +184.5% | +132.1% |
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