-59.6%
AVTR vs NIO
-93.2%
+33.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.1% |
| 7D | +0.5% | -14.5% | +14.9% | +2.4% |
| 30D | -1.0% | -15.0% | +13.9% | +0.9% |
| 3M | +12.2% | -35.6% | +47.8% | +18.2% |
| 6M | +97.5% | -55.7% | +153.1% | +117.0% |
| YTD | +35.6% | -43.1% | +78.7% | +43.0% |
| 1Y | +32.8% | -53.5% | +86.3% | +43.6% |
| 3Y | -16.5% | -59.8% | +43.3% | -13.0% |
| All | -59.6% | -93.2% | +33.6% | -50.7% |
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