-3.5%
BAC vs NIO
-53.4%
+49.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -1.9% | -1.8% | 0.0% | -1.8% |
| 30D | -7.2% | -6.6% | -0.5% | -7.0% |
| 3M | -20.4% | -29.9% | +9.4% | -20.2% |
| 6M | +1.3% | -46.6% | +47.9% | +2.2% |
| YTD | -6.4% | -36.5% | +30.1% | -7.3% |
| 1Y | -3.5% | -51.1% | +47.6% | -1.7% |
| All | -3.5% | -53.4% | +49.9% | -1.7% |
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