+47.8%
ADP vs NIO
-59.9%
+107.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.9% | -7.2% | -1.2% |
| 7D | +3.2% | +5.6% | -2.4% | +3.3% |
| 30D | +14.9% | -4.2% | +19.1% | +14.9% |
| 3M | +11.6% | -26.3% | +37.9% | +11.4% |
| 6M | +48.5% | -42.5% | +91.0% | +47.9% |
| YTD | +20.6% | -33.5% | +54.1% | +20.3% |
| 1Y | +23.7% | -52.7% | +76.3% | +23.5% |
| 3Y | +47.8% | -57.5% | +105.3% | +47.7% |
| All | +47.8% | -59.9% | +107.7% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling