-92.2%
NIO vs AEIS
+109.5%
-201.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.1% | -0.2% | +3.3% |
| 7D | +5.6% | -11.3% | +16.9% | +9.8% |
| 30D | -4.2% | -32.6% | +28.4% | +11.7% |
| 3M | -26.3% | -39.2% | +12.9% | -11.5% |
| 6M | -42.5% | -45.4% | +2.8% | -30.7% |
| YTD | -33.5% | -5.8% | -27.7% | -43.7% |
| 1Y | -52.7% | -10.0% | -42.7% | -58.9% |
| 3Y | -57.5% | +121.2% | -178.6% | -82.8% |
| All | -92.2% | +109.5% | -201.7% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling