+85.8%
AZO vs NIO
-90.7%
+176.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -1.0% |
| 7D | -2.9% | -7.3% | +4.3% | -2.8% |
| 30D | -5.3% | -22.5% | +17.2% | -5.0% |
| 3M | -7.3% | -30.9% | +23.5% | -6.9% |
| 6M | -22.7% | -37.2% | +14.5% | -22.3% |
| YTD | -15.0% | -29.8% | +14.8% | -14.8% |
| 1Y | -32.2% | -37.4% | +5.2% | -32.0% |
| 3Y | +10.0% | -64.3% | +74.4% | +11.3% |
| 5Y | +85.8% | -90.6% | +176.4% | +88.4% |
| All | +85.8% | -90.7% | +176.6% | +88.4% |
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