+96.7%
BAC vs NIO
-56.9%
+153.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +0.4% |
| 7D | +2.1% | +2.8% | -0.8% | +1.9% |
| 30D | -6.7% | -8.4% | +1.7% | -6.3% |
| 3M | -20.2% | -32.0% | +11.7% | -18.9% |
| 6M | -0.2% | -43.9% | +43.7% | +2.3% |
| YTD | -6.4% | -35.7% | +29.3% | -5.1% |
| 1Y | -3.1% | -51.1% | +48.0% | -0.4% |
| 3Y | +96.7% | -54.7% | +151.4% | +99.7% |
| All | +96.7% | -56.9% | +153.6% | +99.7% |
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 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