+153.6%
AZN vs NIO
-40.3%
+193.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +5.0% | +1.8% |
| 7D | -3.1% | -7.3% | +4.1% | -2.9% |
| 30D | +0.6% | -22.5% | +23.1% | +1.3% |
| 3M | -10.8% | -30.9% | +20.1% | -9.9% |
| 6M | -18.1% | -37.2% | +19.1% | -17.2% |
| YTD | -12.3% | -29.8% | +17.5% | -11.6% |
| 1Y | -0.2% | -37.4% | +37.2% | +0.7% |
| 3Y | +23.4% | -64.3% | +87.7% | +24.8% |
| 5Y | +56.4% | -90.6% | +146.9% | +59.8% |
| All | +153.6% | -40.3% | +193.9% | +153.8% |
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