-60.3%
AVTR vs NIO
-92.1%
+31.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.9% | -3.8% | +1.5% |
| 7D | -3.6% | +5.6% | -9.2% | -4.3% |
| 30D | +0.8% | -4.2% | +5.0% | +1.2% |
| 3M | +17.4% | -26.3% | +43.7% | +21.6% |
| 6M | +83.5% | -42.5% | +126.1% | +95.1% |
| YTD | +35.0% | -33.5% | +68.5% | +39.7% |
| 1Y | +36.7% | -52.7% | +89.3% | +47.6% |
| 3Y | -15.3% | -57.5% | +42.1% | -12.2% |
| All | -60.3% | -92.1% | +31.7% | -53.2% |
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