-0.9%
BA vs NIO
-90.7%
+89.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.1% |
| 7D | +1.2% | -13.0% | +14.2% | +3.4% |
| 30D | -11.6% | -18.3% | +6.6% | -8.8% |
| 3M | -2.4% | -33.2% | +30.8% | +3.8% |
| 6M | -6.6% | -21.5% | +14.9% | -4.1% |
| YTD | -2.2% | -25.5% | +23.2% | +1.0% |
| 1Y | -8.0% | -38.0% | +30.0% | -2.9% |
| 3Y | -5.0% | -65.5% | +60.5% | +4.6% |
| All | -0.9% | -90.7% | +89.8% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling