+146.0%
ADP vs NIO
-43.2%
+189.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | +1.1% | +6.9% | -5.8% | +0.8% |
| 30D | +11.5% | -4.7% | +16.3% | +11.7% |
| 3M | +12.0% | -28.1% | +40.1% | +13.4% |
| 6M | +43.8% | -41.7% | +85.5% | +46.5% |
| YTD | +20.1% | -33.1% | +53.2% | +21.3% |
| 1Y | +22.3% | -50.3% | +72.6% | +25.1% |
| 3Y | +43.3% | -54.4% | +97.6% | +44.2% |
| 5Y | +47.3% | -91.6% | +139.0% | +54.8% |
| All | +146.0% | -43.2% | +189.1% | +133.3% |
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 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