-11.9%
BA vs NIO
-55.0%
+43.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.4% |
| 7D | -1.1% | -14.5% | +13.4% | +0.1% |
| 30D | -7.1% | -15.0% | +7.8% | -6.0% |
| 3M | -25.5% | -35.6% | +10.0% | -22.9% |
| 6M | -28.7% | -55.7% | +26.9% | -23.9% |
| YTD | -21.0% | -43.1% | +22.1% | -16.4% |
| 1Y | -11.9% | -53.5% | +41.7% | -4.9% |
| All | -11.9% | -55.0% | +43.1% | -4.9% |
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