+87.1%
AMDL vs NIO
-41.5%
+128.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +0.6% | +26.2% | +26.5% |
| 7D | +10.3% | +6.9% | +3.4% | +8.5% |
| 30D | -38.3% | -4.7% | -33.5% | -36.3% |
| 3M | -8.7% | -28.1% | +19.3% | +3.8% |
| 6M | -14.4% | -41.7% | +27.3% | +4.2% |
| YTD | +206.9% | -33.1% | +240.1% | +252.1% |
| 1Y | +144.4% | -50.3% | +194.7% | +209.3% |
| All | +87.1% | -41.5% | +128.6% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling