+730.6%
ATI vs NIO
-36.7%
+767.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.5% | +3.2% |
| 7D | -0.1% | -13.0% | +13.0% | +1.7% |
| 30D | +2.7% | -18.3% | +21.0% | +5.2% |
| 3M | +16.3% | -33.2% | +49.5% | +22.0% |
| 6M | +30.2% | -21.5% | +51.7% | +33.2% |
| YTD | +83.6% | -25.5% | +109.0% | +88.8% |
| 1Y | +173.0% | -38.0% | +211.0% | +185.2% |
| 3Y | +356.6% | -65.5% | +422.1% | +387.7% |
| 5Y | +1,074.2% | -90.6% | +1,164.8% | +1,271.4% |
| All | +730.6% | -36.7% | +767.3% | +595.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling