+20.7%
AMDL vs NIO
-45.1%
+65.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -3.0% | -31.8% | -33.7% |
| 7D | -52.7% | -3.6% | -49.1% | -51.6% |
| 30D | -65.3% | -8.0% | -57.3% | -63.8% |
| 3M | -40.8% | -31.2% | -9.7% | -31.8% |
| 6M | -12.9% | -45.8% | +32.9% | +8.6% |
| YTD | +98.0% | -37.3% | +135.3% | +132.0% |
| 1Y | +30.1% | -56.1% | +86.2% | +71.7% |
| All | +20.7% | -45.1% | +65.8% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling