+358.9%
ADI vs NIO
-36.7%
+395.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | +0.4% | -13.0% | +13.5% | +2.1% |
| 30D | -3.8% | -18.3% | +14.5% | -1.5% |
| 3M | -15.3% | -33.2% | +18.0% | -11.2% |
| 6M | +6.7% | -21.5% | +28.2% | +8.9% |
| YTD | +34.8% | -25.5% | +60.3% | +38.1% |
| 1Y | +49.0% | -38.0% | +87.0% | +55.3% |
| 3Y | +108.1% | -65.5% | +173.5% | +121.2% |
| 5Y | +142.4% | -90.6% | +233.0% | +180.0% |
| All | +358.9% | -36.7% | +395.6% | +307.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling