+145.7%
AMDL vs NIO
-47.7%
+193.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -5.9% | +17.7% | +14.1% |
| 7D | +103.5% | -4.7% | +108.2% | +107.1% |
| 30D | -18.3% | -14.3% | -4.0% | -12.6% |
| 3M | +20.1% | -32.8% | +52.9% | +39.9% |
| 6M | +15.9% | -49.8% | +65.7% | +48.6% |
| YTD | +303.0% | -40.2% | +343.2% | +380.4% |
| 1Y | +164.0% | -52.7% | +216.7% | +241.1% |
| All | +145.7% | -47.7% | +193.4% | +178.5% |
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