-10.9%
ADBE vs NIO
-49.2%
+38.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.9% |
| 7D | -3.2% | -4.7% | +1.5% | -2.8% |
| 30D | +1.0% | -14.3% | +15.3% | +2.3% |
| 3M | -7.8% | -32.8% | +25.0% | -4.6% |
| 6M | -1.0% | -49.8% | +48.9% | +5.1% |
| YTD | -31.8% | -40.2% | +8.4% | -29.4% |
| 1Y | -29.2% | -52.7% | +23.5% | -25.1% |
| 3Y | -60.1% | -57.9% | -2.2% | -59.1% |
| 5Y | -63.7% | -92.9% | +29.1% | -58.2% |
| All | -10.9% | -49.2% | +38.2% | -15.5% |
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