+193.0%
AZN vs NIO
-51.7%
+244.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +5.0% | +0.2% |
| 7D | -1.1% | -14.5% | +13.4% | -0.6% |
| 30D | +13.8% | -15.0% | +28.8% | +14.3% |
| 3M | +17.3% | -35.6% | +52.9% | +18.7% |
| 6M | -1.7% | -55.7% | +53.9% | +0.4% |
| YTD | +1.4% | -43.1% | +44.5% | +2.7% |
| 1Y | +5.2% | -53.5% | +58.7% | +7.1% |
| 3Y | +52.6% | -59.8% | +112.5% | +54.0% |
| 5Y | +72.9% | -93.2% | +166.1% | +77.9% |
| All | +193.0% | -51.7% | +244.7% | +194.8% |
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 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