-45.8%
NIO vs AEE
+100.7%
-146.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.1% |
| 7D | -7.3% | -0.7% | -6.6% | -7.2% |
| 30D | -22.5% | -2.0% | -20.5% | -22.4% |
| 3M | -30.9% | -2.8% | -28.1% | -30.8% |
| 6M | -37.2% | -3.6% | -33.6% | -37.1% |
| YTD | -29.8% | +7.3% | -37.1% | -30.4% |
| 1Y | -37.4% | +8.7% | -46.1% | -38.1% |
| 3Y | -64.3% | +46.0% | -110.4% | -65.9% |
| 5Y | -90.6% | +39.8% | -130.3% | -90.9% |
| All | -45.8% | +100.7% | -146.4% | -52.2% |
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