-3.9%
ADBE vs NIO
-36.8%
+32.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -10.1% | -6.7% | -3.4% | -9.5% |
| 30D | -3.0% | -20.0% | +17.0% | -1.0% |
| 3M | +5.0% | -30.5% | +35.5% | +8.4% |
| 6M | -9.3% | -20.7% | +11.4% | -8.1% |
| YTD | -26.5% | -25.7% | -0.8% | -25.2% |
| 1Y | -28.3% | -38.6% | +10.3% | -26.1% |
| 3Y | -54.1% | -62.3% | +8.2% | -52.4% |
| 5Y | -61.2% | -90.1% | +28.9% | -56.5% |
| All | -3.9% | -36.8% | +32.9% | -10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling