-48.3%
NIO vs AEIS
+318.2%
-366.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.3% | -10.7% | -4.9% |
| 7D | +6.9% | +1.0% | +5.9% | +4.5% |
| 30D | -4.7% | -24.0% | +19.3% | +6.2% |
| 3M | -28.1% | -32.5% | +4.4% | -16.5% |
| 6M | -41.7% | -38.6% | -3.1% | -32.8% |
| YTD | -33.1% | +4.8% | -38.0% | -45.2% |
| 1Y | -50.3% | +1.3% | -51.6% | -58.5% |
| 3Y | -54.4% | +159.2% | -213.6% | -80.7% |
| 5Y | -91.6% | +140.8% | -232.4% | -96.2% |
| All | -48.3% | +318.2% | -366.5% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling