+88.4%
ATI vs NIO
-51.1%
+139.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.6% | +5.0% |
| 7D | +6.0% | +6.9% | -0.9% | +4.6% |
| 30D | -3.6% | -4.7% | +1.1% | -2.8% |
| 3M | -18.9% | -28.1% | +9.2% | -13.7% |
| 6M | +16.7% | -41.7% | +58.4% | +29.6% |
| YTD | +61.1% | -33.1% | +94.2% | +72.1% |
| All | +88.4% | -51.1% | +139.5% | +115.5% |
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