+112.0%
AMGN vs NIO
-90.3%
+202.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.4% |
| 7D | -11.6% | -4.1% | -7.5% | -11.5% |
| 30D | -5.7% | -23.2% | +17.6% | -5.0% |
| 3M | +14.2% | -29.9% | +44.1% | +15.2% |
| 6M | +5.2% | -25.1% | +30.3% | +5.8% |
| YTD | +22.0% | -27.5% | +49.4% | +22.7% |
| 1Y | +43.6% | -41.1% | +84.7% | +45.1% |
| 3Y | +65.0% | -63.1% | +128.2% | +65.8% |
| 5Y | +112.0% | -90.4% | +202.4% | +115.8% |
| All | +112.0% | -90.3% | +202.3% | +115.8% |
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 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