+148.7%
ADP vs NIO
-45.3%
+194.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.8% | +4.9% | +1.3% |
| 7D | +3.2% | +2.8% | +0.4% | +3.1% |
| 30D | +12.8% | -8.4% | +21.1% | +13.1% |
| 3M | +12.3% | -32.0% | +44.3% | +13.9% |
| 6M | +45.4% | -43.9% | +89.3% | +48.4% |
| YTD | +21.4% | -35.7% | +57.1% | +22.9% |
| 1Y | +23.7% | -51.1% | +74.8% | +26.6% |
| 3Y | +43.6% | -54.7% | +98.3% | +44.6% |
| 5Y | +48.7% | -91.7% | +140.4% | +56.3% |
| All | +148.7% | -45.3% | +194.1% | +136.2% |
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