-41.1%
NIO vs AEE
+10.4%
-51.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -1.9% | -2.4% |
| 7D | -4.1% | +1.1% | -5.2% | -4.1% |
| 30D | -23.2% | 0.0% | -23.2% | -23.2% |
| 3M | -29.9% | -0.9% | -29.0% | -30.6% |
| 6M | -25.1% | -2.4% | -22.7% | -25.4% |
| YTD | -27.5% | +8.6% | -36.1% | -27.6% |
| 1Y | -41.1% | +10.2% | -51.2% | -36.0% |
| All | -41.1% | +10.4% | -51.5% | -36.0% |
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