+47.7%
AMGN vs NIO
-52.9%
+100.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.1% |
| 7D | +0.9% | +2.8% | -2.0% | +0.8% |
| 30D | +12.1% | -8.4% | +20.5% | +12.4% |
| 3M | +12.2% | -32.0% | +44.1% | +13.2% |
| 6M | +42.1% | -43.9% | +86.1% | +44.3% |
| YTD | +45.0% | -35.7% | +80.7% | +45.5% |
| 1Y | +47.7% | -51.1% | +98.8% | +45.8% |
| All | +47.7% | -52.9% | +100.7% | +45.8% |
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