+119.6%
AMDL vs NIO
-44.4%
+164.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -1.2% | +15.5% | +14.8% |
| 7D | +18.5% | -1.8% | +20.3% | +20.3% |
| 30D | -24.2% | -6.6% | -17.6% | -21.2% |
| 3M | +11.5% | -29.9% | +41.4% | +28.1% |
| 6M | -1.0% | -46.6% | +45.6% | +24.3% |
| YTD | +260.3% | -36.5% | +296.7% | +321.0% |
| 1Y | +178.2% | -51.1% | +229.3% | +254.9% |
| All | +119.6% | -44.4% | +164.0% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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