-90.1%
NIO vs AEE
+43.4%
-133.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.5% |
| 7D | -6.7% | +1.3% | -8.0% | -6.9% |
| 30D | -20.0% | -1.2% | -18.8% | -19.9% |
| 3M | -30.5% | +1.0% | -31.5% | -31.0% |
| 6M | -20.7% | -2.3% | -18.4% | -20.6% |
| YTD | -25.7% | +9.1% | -34.8% | -27.7% |
| 1Y | -38.6% | +10.6% | -49.1% | -40.5% |
| 3Y | -62.3% | +48.5% | -110.7% | -67.0% |
| 5Y | -90.1% | +39.9% | -129.9% | -91.2% |
| All | -90.1% | +43.4% | -133.5% | -91.2% |
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 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