+152.4%
ADP vs NIO
-51.7%
+204.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +0.8% |
| 7D | +2.2% | -14.5% | +16.6% | +2.8% |
| 30D | +10.6% | -15.0% | +25.5% | +11.2% |
| 3M | +12.9% | -35.6% | +48.5% | +14.7% |
| 6M | +50.6% | -55.7% | +106.3% | +55.2% |
| YTD | +23.2% | -43.1% | +66.3% | +25.2% |
| 1Y | +25.3% | -53.5% | +78.8% | +28.4% |
| 3Y | +47.1% | -59.8% | +107.0% | +48.7% |
| 5Y | +50.1% | -93.2% | +143.3% | +58.8% |
| All | +152.4% | -51.7% | +204.0% | +140.8% |
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