+949.2%
ATI vs NIO
-93.2%
+1,042.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.9% | +1.2% | -3.0% |
| 7D | +4.2% | -14.5% | +18.6% | +6.4% |
| 30D | -2.5% | -15.0% | +12.4% | -0.3% |
| 3M | -19.4% | -35.6% | +16.1% | -14.6% |
| 6M | +11.1% | -55.7% | +66.7% | +23.5% |
| YTD | +59.5% | -43.1% | +102.7% | +70.6% |
| 1Y | +85.8% | -53.5% | +139.3% | +103.6% |
| 3Y | +311.9% | -59.8% | +371.7% | +335.3% |
| All | +949.2% | -93.2% | +1,042.4% | +1,139.3% |
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