+87.4%
BAC vs NIO
-59.9%
+147.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.0% |
| 7D | -1.2% | +5.6% | -6.8% | -1.4% |
| 30D | -7.7% | -4.2% | -3.4% | -7.5% |
| 3M | -21.2% | -26.3% | +5.1% | -20.1% |
| 6M | -6.8% | -42.5% | +35.7% | -4.6% |
| YTD | -8.7% | -33.5% | +24.8% | -7.6% |
| 1Y | -5.3% | -52.7% | +47.4% | -2.4% |
| 3Y | +87.4% | -57.5% | +144.9% | +93.3% |
| All | +87.4% | -59.9% | +147.3% | +93.3% |
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