+158.5%
AZN vs NIO
-36.7%
+195.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.2% |
| 7D | 0.0% | -13.0% | +13.0% | +0.4% |
| 30D | +0.7% | -18.3% | +19.0% | +1.3% |
| 3M | -10.5% | -33.2% | +22.7% | -9.6% |
| 6M | -19.3% | -21.5% | +2.2% | -18.9% |
| YTD | -10.6% | -25.5% | +14.9% | -10.1% |
| 1Y | +0.5% | -38.0% | +38.5% | +1.4% |
| 3Y | +25.9% | -65.5% | +91.3% | +27.4% |
| 5Y | +52.4% | -90.6% | +143.0% | +55.6% |
| All | +158.5% | -36.7% | +195.1% | +158.2% |
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