-42.4%
NIO vs AEE
+102.2%
-144.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -13.0% | +0.3% | -13.4% | -13.1% |
| 30D | -18.3% | -2.3% | -16.0% | -18.1% |
| 3M | -33.2% | +0.2% | -33.4% | -33.4% |
| 6M | -21.5% | -4.7% | -16.7% | -21.2% |
| YTD | -25.5% | +8.1% | -33.6% | -26.2% |
| 1Y | -38.0% | +8.5% | -46.6% | -38.6% |
| 3Y | -65.5% | +48.9% | -114.3% | -67.0% |
| 5Y | -90.6% | +39.9% | -130.5% | -91.0% |
| All | -42.4% | +102.2% | -144.6% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling