+290.5%
AZO vs NIO
-36.7%
+327.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | +0.7% | -13.0% | +13.8% | +1.0% |
| 30D | -2.7% | -18.3% | +15.6% | -2.3% |
| 3M | -3.2% | -33.2% | +30.0% | -2.4% |
| 6M | -19.7% | -21.5% | +1.7% | -19.5% |
| YTD | -12.0% | -25.5% | +13.5% | -11.7% |
| 1Y | -29.5% | -38.0% | +8.5% | -29.1% |
| 3Y | +17.3% | -65.5% | +82.8% | +18.7% |
| 5Y | +94.1% | -90.6% | +184.7% | +99.7% |
| All | +290.5% | -36.7% | +327.1% | +256.6% |
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