+901.1%
ATI vs NIO
-92.1%
+993.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.9% | -1.5% | +3.6% |
| 7D | +6.2% | +5.6% | +0.6% | +5.4% |
| 30D | -7.1% | -4.2% | -2.8% | -6.5% |
| 3M | -21.3% | -26.3% | +5.0% | -18.1% |
| 6M | +6.5% | -42.5% | +49.0% | +14.3% |
| YTD | +53.2% | -33.5% | +86.7% | +60.3% |
| 1Y | +82.7% | -52.7% | +135.4% | +99.5% |
| 3Y | +314.3% | -57.5% | +371.8% | +335.1% |
| All | +901.1% | -92.1% | +993.1% | +1,052.6% |
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