-17.9%
AMT vs NIO
-92.1%
+74.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | 0.0% |
| 7D | -2.4% | -1.8% | -0.6% | -2.3% |
| 30D | +4.2% | -6.6% | +10.8% | +4.7% |
| 3M | +13.4% | -29.9% | +43.3% | +16.1% |
| 6M | +9.4% | -46.6% | +56.0% | +13.9% |
| YTD | +11.7% | -36.5% | +48.1% | +14.4% |
| 1Y | +7.1% | -51.1% | +58.3% | +11.7% |
| 3Y | +15.1% | -55.2% | +70.3% | +17.0% |
| 5Y | -17.9% | -92.3% | +74.4% | -11.0% |
| All | -17.9% | -92.1% | +74.2% | -11.0% |
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