+144.4%
ADI vs NIO
-60.1%
+204.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.9% | +2.2% | -2.2% |
| 7D | +9.5% | -14.5% | +23.9% | +11.4% |
| 30D | -1.4% | -15.0% | +13.6% | +0.5% |
| 3M | +4.7% | -35.6% | +40.3% | +9.9% |
| 6M | -7.4% | -55.7% | +48.2% | +1.0% |
| YTD | +48.1% | -43.1% | +91.2% | +56.1% |
| 1Y | +69.6% | -53.5% | +123.2% | +82.9% |
| 3Y | +144.4% | -59.8% | +204.2% | +155.2% |
| All | +144.4% | -60.1% | +204.5% | +155.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling