+133.7%
AS vs NIO
-44.2%
+177.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.8% | -1.8% |
| 7D | +7.1% | -3.6% | +10.7% | +7.8% |
| 30D | +12.8% | -8.0% | +20.9% | +14.4% |
| 3M | -14.7% | -31.2% | +16.5% | -9.4% |
| 6M | -9.9% | -45.8% | +35.8% | -1.2% |
| YTD | -16.1% | -37.3% | +21.1% | -10.8% |
| 1Y | +0.2% | -56.1% | +56.3% | +12.8% |
| All | +133.7% | -44.2% | +177.9% | +134.9% |
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