-53.9%
NIO vs AEE
+13.9%
-67.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +1.0% | +3.4% |
| 7D | -0.6% | +4.7% | -5.3% | -0.7% |
| 30D | -3.5% | +13.4% | -16.9% | -3.7% |
| 3M | -30.7% | +4.1% | -34.7% | -30.6% |
| 6M | -45.6% | +2.0% | -47.7% | -45.1% |
| YTD | -35.3% | +15.6% | -50.9% | -39.0% |
| 1Y | -53.9% | +14.1% | -68.0% | -56.1% |
| All | -53.9% | +13.9% | -67.8% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling