+77.4%
ADM vs NIO
-43.5%
+120.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.0% |
| 7D | -9.0% | +5.6% | -14.6% | -9.2% |
| 30D | -14.0% | -4.2% | -9.7% | -13.9% |
| 3M | -9.2% | -26.3% | +17.1% | -8.0% |
| 6M | -9.2% | -42.5% | +33.4% | -7.1% |
| YTD | +24.2% | -33.5% | +57.7% | +25.9% |
| 1Y | +27.0% | -52.7% | +79.6% | +30.5% |
| 3Y | +6.6% | -57.5% | +64.1% | +8.0% |
| 5Y | +25.0% | -92.0% | +117.0% | +31.9% |
| All | +77.4% | -43.5% | +120.9% | +63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling