-52.7%
NIO vs AEE
+11.1%
-63.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -5.9% |
| 7D | -4.7% | +0.6% | -5.3% | -4.7% |
| 30D | -14.3% | +8.8% | -23.1% | -14.8% |
| 3M | -32.8% | +5.1% | -37.9% | -32.9% |
| 6M | -49.8% | +5.2% | -55.0% | -50.5% |
| YTD | -40.2% | +16.1% | -56.3% | -45.9% |
| 1Y | -52.7% | +10.4% | -63.1% | -54.5% |
| All | -52.7% | +11.1% | -63.8% | -54.5% |
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 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