-4.6%
BA vs NIO
-64.6%
+59.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | +1.2% | -13.0% | +14.2% | +2.6% |
| 30D | -11.6% | -18.3% | +6.6% | -9.8% |
| 3M | -2.4% | -33.2% | +30.8% | +1.7% |
| 6M | -6.6% | -21.5% | +14.9% | -4.8% |
| YTD | -2.2% | -25.5% | +23.2% | 0.0% |
| 1Y | -8.0% | -38.0% | +30.0% | -4.4% |
| All | -4.6% | -64.6% | +59.9% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling