-21.9%
BA vs NIO
-92.2%
+70.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -1.7% | +6.9% | -8.6% | -2.8% |
| 30D | -9.5% | -4.7% | -4.7% | -8.8% |
| 3M | -26.5% | -28.1% | +1.6% | -22.7% |
| 6M | -27.4% | -41.7% | +14.3% | -21.4% |
| YTD | -20.6% | -33.1% | +12.5% | -16.8% |
| 1Y | -11.4% | -50.3% | +38.9% | -2.7% |
| 3Y | -10.8% | -54.4% | +43.5% | -7.1% |
| 5Y | -21.9% | -91.6% | +69.7% | -4.9% |
| All | -21.9% | -92.2% | +70.2% | -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 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