-53.9%
NIO vs ADVB
-76.7%
+22.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.5% | +8.0% | +3.3% |
| 7D | -0.6% | -29.5% | +28.9% | -1.6% |
| 30D | -3.5% | -66.9% | +63.4% | -6.8% |
| 3M | -30.7% | -73.7% | +43.0% | -33.4% |
| 6M | -45.6% | -64.8% | +19.1% | -46.2% |
| YTD | -35.3% | -64.0% | +28.7% | -36.4% |
| 1Y | -53.9% | -77.0% | +23.1% | -52.1% |
| All | -53.9% | -76.7% | +22.8% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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