-48.9%
BA vs NIO
-46.0%
-2.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | -1.4% | -1.8% | +0.4% | -1.2% |
| 30D | -7.9% | -6.6% | -1.3% | -7.2% |
| 3M | -25.2% | -29.9% | +4.7% | -21.9% |
| 6M | -26.7% | -46.6% | +19.9% | -21.0% |
| YTD | -19.6% | -36.5% | +16.9% | -15.9% |
| 1Y | -10.6% | -51.1% | +40.5% | -3.4% |
| 3Y | -11.2% | -55.2% | +44.0% | -8.1% |
| 5Y | -20.4% | -92.3% | +71.9% | -3.8% |
| All | -48.9% | -46.0% | -2.9% | -52.8% |
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