+49.0%
ADI vs NIO
-37.4%
+86.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | +0.4% | -13.0% | +13.5% | +1.8% |
| 30D | -3.8% | -18.3% | +14.5% | -2.0% |
| 3M | -15.3% | -33.2% | +18.0% | -12.1% |
| 6M | +6.7% | -21.5% | +28.2% | +8.7% |
| YTD | +34.8% | -25.5% | +60.3% | +38.0% |
| 1Y | +49.0% | -38.0% | +87.0% | +60.3% |
| All | +49.0% | -37.4% | +86.4% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling