+47.7%
ADI vs NIO
-37.4%
+85.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +2.4% | -6.7% | +9.1% | +3.1% |
| 30D | -6.6% | -20.0% | +13.5% | -4.6% |
| 3M | -9.8% | -30.5% | +20.7% | -6.7% |
| 6M | +15.7% | -20.7% | +36.4% | +17.7% |
| YTD | +35.1% | -25.7% | +60.8% | +38.4% |
| 1Y | +47.7% | -38.6% | +86.3% | +59.2% |
| All | +47.7% | -37.4% | +85.1% | +59.2% |
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