-14.7%
AMRZ vs NIO
+11.8%
-26.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.3% |
| 7D | -1.9% | -13.0% | +11.1% | -1.0% |
| 30D | -16.9% | -18.3% | +1.3% | -15.9% |
| 3M | -19.2% | -33.2% | +14.0% | -17.0% |
| 6M | -29.3% | -21.5% | -7.8% | -28.6% |
| YTD | -18.0% | -25.5% | +7.5% | -17.1% |
| 1Y | -15.1% | -38.0% | +22.9% | -13.4% |
| All | -14.7% | +11.8% | -26.4% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling