+160.1%
AMGN vs NIO
-93.2%
+253.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | -0.2% |
| 7D | +1.1% | -14.5% | +15.6% | +1.6% |
| 30D | +9.3% | -15.0% | +24.2% | +9.7% |
| 3M | +12.1% | -35.6% | +47.7% | +13.3% |
| 6M | +40.3% | -55.7% | +95.9% | +43.2% |
| YTD | +45.2% | -43.1% | +88.3% | +46.9% |
| 1Y | +42.4% | -53.5% | +96.0% | +44.9% |
| 3Y | +91.0% | -59.8% | +150.9% | +92.5% |
| All | +160.1% | -93.2% | +253.3% | +168.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling