+47.6%
AMDL vs NIO
-41.9%
+89.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +5.9% | +16.3% | +20.0% |
| 7D | -26.2% | +5.6% | -31.8% | -27.1% |
| 30D | -57.1% | -4.2% | -52.8% | -55.8% |
| 3M | -29.8% | -26.3% | -3.5% | -21.0% |
| 6M | -22.2% | -42.5% | +20.3% | -4.9% |
| YTD | +142.1% | -33.5% | +175.7% | +178.3% |
| 1Y | +85.8% | -52.7% | +138.5% | +138.9% |
| All | +47.6% | -41.9% | +89.4% | +61.3% |
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