-50.3%
NIO vs AEE
+117.4%
-167.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.8% |
| 7D | +2.8% | +3.0% | -0.2% | +2.6% |
| 30D | -8.4% | +11.2% | -19.6% | -9.3% |
| 3M | -32.0% | +7.0% | -38.9% | -32.4% |
| 6M | -43.9% | +5.7% | -49.6% | -44.3% |
| YTD | -35.7% | +16.2% | -51.9% | -36.7% |
| 1Y | -51.1% | +12.0% | -63.2% | -51.7% |
| 3Y | -54.7% | +63.4% | -118.1% | -57.1% |
| 5Y | -91.7% | +56.0% | -147.8% | -92.1% |
| All | -50.3% | +117.4% | -167.7% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling