+15.1%
AMT vs NIO
-56.9%
+72.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +0.9% |
| 7D | +1.6% | +2.8% | -1.2% | +1.5% |
| 30D | +4.5% | -8.4% | +12.8% | +4.8% |
| 3M | +13.8% | -32.0% | +45.7% | +15.3% |
| 6M | +10.0% | -43.9% | +54.0% | +12.2% |
| YTD | +11.8% | -35.7% | +47.4% | +13.1% |
| 1Y | +10.2% | -51.1% | +61.4% | +12.6% |
| 3Y | +15.1% | -54.7% | +69.8% | +15.1% |
| All | +15.1% | -56.9% | +72.0% | +15.1% |
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 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