-11.4%
ADBE vs NIO
-43.2%
+31.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -5.6% | +6.9% | -12.5% | -6.2% |
| 30D | -2.0% | -4.7% | +2.7% | -1.7% |
| 3M | -10.5% | -28.1% | +17.5% | -7.9% |
| 6M | -6.2% | -41.7% | +35.5% | -1.9% |
| YTD | -32.2% | -33.1% | +0.9% | -30.5% |
| 1Y | -27.4% | -50.3% | +22.9% | -23.5% |
| 3Y | -58.9% | -54.4% | -4.6% | -58.2% |
| 5Y | -64.5% | -91.6% | +27.1% | -59.6% |
| All | -11.4% | -43.2% | +31.8% | -16.8% |
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