+173.0%
ATI vs NIO
-37.4%
+210.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.5% | +3.2% |
| 7D | -0.1% | -13.0% | +13.0% | +2.1% |
| 30D | +2.7% | -18.3% | +21.0% | +5.8% |
| 3M | +16.3% | -33.2% | +49.5% | +23.6% |
| 6M | +30.2% | -21.5% | +51.7% | +35.0% |
| YTD | +83.6% | -25.5% | +109.0% | +90.7% |
| 1Y | +173.0% | -38.0% | +211.0% | +195.5% |
| All | +173.0% | -37.4% | +210.4% | +195.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling