-10.4%
NIO vs ADVB
-88.3%
+78.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.6% |
| 7D | -13.0% | -3.8% | -9.3% | -13.1% |
| 30D | -18.3% | +17.6% | -35.8% | -17.9% |
| 3M | -33.2% | +119.1% | -152.3% | -32.0% |
| 6M | -21.5% | +103.4% | -124.9% | -20.9% |
| YTD | -25.5% | +59.8% | -85.3% | -24.7% |
| 1Y | -38.0% | +8.5% | -46.6% | -37.3% |
| All | -10.4% | -88.3% | +78.0% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling