-12.3%
AMRZ vs NIO
-54.1%
+41.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.4% | +1.7% | +4.9% |
| 7D | +10.3% | -0.6% | +10.9% | +10.3% |
| 30D | +18.7% | -3.5% | +22.2% | +18.9% |
| 3M | -14.6% | -30.7% | +16.0% | -12.6% |
| 6M | -12.9% | -45.6% | +32.7% | -8.8% |
| YTD | -17.4% | -35.3% | +17.9% | -16.3% |
| 1Y | -12.3% | -53.9% | +41.6% | -8.5% |
| All | -12.3% | -54.1% | +41.8% | -8.5% |
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