-38.6%
NIO vs AEIS
+86.7%
-125.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.0% | -0.8% |
| 7D | -6.7% | +8.1% | -14.8% | -8.1% |
| 30D | -20.0% | -11.1% | -8.9% | -18.5% |
| 3M | -30.5% | -5.6% | -24.8% | -31.4% |
| 6M | -20.7% | -0.6% | -20.1% | -25.2% |
| YTD | -25.7% | +38.0% | -63.7% | -38.5% |
| 1Y | -38.6% | +87.2% | -125.8% | -50.5% |
| All | -38.6% | +86.7% | -125.2% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling