+91.6%
AMGN vs NIO
-58.0%
+149.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.6% | 0.0% |
| 7D | +1.5% | -4.7% | +6.2% | +1.6% |
| 30D | +13.1% | -14.3% | +27.5% | +13.8% |
| 3M | +12.9% | -32.8% | +45.7% | +14.5% |
| 6M | +40.8% | -49.8% | +90.6% | +44.2% |
| YTD | +45.6% | -40.2% | +85.8% | +47.8% |
| 1Y | +42.7% | -52.7% | +95.5% | +46.1% |
| All | +91.6% | -58.0% | +149.7% | +91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling