-91.7%
NIO vs AEE
+57.3%
-149.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +5.6% | +2.1% | +3.5% | +5.1% |
| 30D | -4.2% | +11.4% | -15.6% | -6.7% |
| 3M | -26.3% | +5.0% | -31.3% | -27.2% |
| 6M | -42.5% | +4.4% | -47.0% | -43.5% |
| YTD | -33.5% | +15.4% | -48.9% | -36.4% |
| 1Y | -52.7% | +13.8% | -66.4% | -54.5% |
| 3Y | -57.5% | +58.0% | -115.5% | -63.9% |
| All | -91.7% | +57.3% | -149.0% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling