+150.7%
ADP vs NIO
-49.2%
+199.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +0.7% |
| 7D | +0.3% | -4.7% | +4.9% | +0.4% |
| 30D | +11.6% | -14.3% | +25.9% | +12.2% |
| 3M | +15.1% | -32.8% | +47.9% | +16.7% |
| 6M | +46.0% | -49.8% | +95.9% | +49.7% |
| YTD | +22.4% | -40.2% | +62.6% | +24.2% |
| 1Y | +24.5% | -52.7% | +77.2% | +27.5% |
| 3Y | +44.8% | -57.9% | +102.7% | +46.1% |
| 5Y | +49.1% | -92.9% | +141.9% | +57.5% |
| All | +150.7% | -49.2% | +199.9% | +138.8% |
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