-10.2%
ADSK vs NIO
-54.1%
+43.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.4% | +3.6% | +6.9% |
| 7D | +11.4% | -0.6% | +12.0% | +11.4% |
| 30D | +21.9% | -3.5% | +25.4% | +22.0% |
| 3M | +13.9% | -30.7% | +44.5% | +14.1% |
| 6M | +9.1% | -45.6% | +54.7% | +8.8% |
| YTD | -8.8% | -35.3% | +26.5% | -8.0% |
| 1Y | -10.2% | -53.9% | +43.7% | -6.7% |
| All | -10.2% | -54.1% | +43.9% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling