+114.5%
ADM vs NIO
-36.7%
+151.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +0.3% |
| 7D | +3.8% | -13.0% | +16.8% | +4.4% |
| 30D | +9.8% | -18.3% | +28.0% | +10.7% |
| 3M | +2.1% | -33.2% | +35.3% | +3.8% |
| 6M | +27.5% | -21.5% | +49.0% | +28.5% |
| YTD | +50.2% | -25.5% | +75.7% | +51.6% |
| 1Y | +40.6% | -38.0% | +78.6% | +42.7% |
| 3Y | +17.2% | -65.5% | +82.7% | +19.7% |
| 5Y | +61.9% | -90.6% | +152.5% | +69.7% |
| All | +114.5% | -36.7% | +151.2% | +96.3% |
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