-11.1%
AMRZ vs NIO
-51.1%
+40.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | -1.1% | +6.9% | -8.0% | -1.6% |
| 30D | +18.3% | -4.7% | +23.0% | +18.6% |
| 3M | -8.0% | -28.1% | +20.1% | -6.1% |
| 6M | -18.7% | -41.7% | +23.0% | -15.5% |
| YTD | -19.8% | -33.1% | +13.3% | -19.0% |
| All | -11.1% | -51.1% | +40.0% | -8.7% |
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