-53.5%
NIO vs AEIS
+4.7%
-58.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -4.3% |
| 7D | -14.5% | +11.5% | -26.0% | -16.0% |
| 30D | -15.0% | -15.8% | +0.8% | -13.2% |
| 3M | -35.6% | -33.3% | -2.2% | -31.9% |
| 6M | -55.7% | -35.2% | -20.5% | -53.4% |
| YTD | -43.1% | +5.0% | -48.2% | -53.3% |
| 1Y | -53.5% | +8.5% | -62.0% | -63.1% |
| All | -53.5% | +4.7% | -58.2% | -63.1% |
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