+135.1%
BAC vs NIO
-64.6%
+199.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | +1.1% | -13.0% | +14.1% | +1.8% |
| 30D | -0.4% | -18.3% | +17.9% | +0.6% |
| 3M | +16.9% | -33.2% | +50.1% | +19.3% |
| 6M | +26.6% | -21.5% | +48.1% | +27.4% |
| YTD | +15.8% | -25.5% | +41.3% | +16.8% |
| 1Y | +27.2% | -38.0% | +65.2% | +29.3% |
| All | +135.1% | -64.6% | +199.7% | +146.1% |
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 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