-52.7%
NIO vs ALC
+2.0%
-54.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +5.9% |
| 7D | +5.6% | +4.9% | +0.7% | +5.7% |
| 30D | -4.2% | +19.0% | -23.2% | -3.7% |
| 3M | -26.3% | +7.8% | -34.1% | -26.2% |
| 6M | -42.5% | +14.6% | -57.1% | -42.2% |
| YTD | -33.5% | -4.4% | -29.1% | -32.5% |
| 1Y | -52.7% | +1.4% | -54.0% | -52.0% |
| All | -52.7% | +2.0% | -54.7% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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