-63.4%
BAX vs NIO
-92.4%
+29.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | -0.6% | -1.8% | +1.2% | -0.5% |
| 30D | +6.3% | -6.6% | +12.9% | +6.6% |
| 3M | -4.6% | -29.9% | +25.3% | -3.0% |
| 6M | +50.4% | -46.6% | +97.0% | +54.5% |
| YTD | +38.0% | -36.5% | +74.5% | +40.2% |
| 1Y | +44.6% | -51.1% | +95.7% | +48.7% |
| 3Y | -15.1% | -55.2% | +40.1% | -14.6% |
| All | -63.4% | -92.4% | +29.0% | -62.9% |
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