+62.8%
AMT vs NIO
-51.7%
+114.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +1.2% |
| 7D | +1.5% | -14.5% | +16.0% | +2.2% |
| 30D | +6.8% | -15.0% | +21.8% | +7.6% |
| 3M | +11.2% | -35.6% | +46.8% | +13.3% |
| 6M | +12.5% | -55.7% | +68.1% | +16.4% |
| YTD | +12.5% | -43.1% | +55.6% | +14.8% |
| 1Y | +10.1% | -53.5% | +63.6% | +13.3% |
| 3Y | +16.0% | -59.8% | +75.9% | +17.8% |
| 5Y | -17.2% | -93.2% | +76.1% | -12.7% |
| All | +62.8% | -51.7% | +114.5% | +59.4% |
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