-18.1%
AMRZ vs NIO
-3.5%
-14.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -1.5% |
| 7D | +0.2% | +2.8% | -2.6% | 0.0% |
| 30D | +16.2% | -8.4% | +24.6% | +16.8% |
| 3M | -8.9% | -32.0% | +23.0% | -6.7% |
| 6M | -20.1% | -43.9% | +23.8% | -17.1% |
| YTD | -21.3% | -35.7% | +14.4% | -19.7% |
| 1Y | -12.6% | -51.1% | +38.5% | -9.4% |
| All | -18.1% | -3.5% | -14.6% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling