+114.3%
ADI vs NIO
-92.1%
+206.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.9% | -5.2% | -0.2% |
| 7D | -12.8% | +5.6% | -18.4% | -13.6% |
| 30D | -11.3% | -4.2% | -7.1% | -10.8% |
| 3M | -3.4% | -26.3% | +23.0% | +1.0% |
| 6M | -12.0% | -42.5% | +30.5% | -4.9% |
| YTD | +35.3% | -33.5% | +68.8% | +41.7% |
| 1Y | +58.1% | -52.7% | +110.7% | +74.1% |
| 3Y | +127.4% | -57.5% | +184.8% | +138.7% |
| All | +114.3% | -92.1% | +206.3% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling