-61.2%
BAX vs NIO
-36.7%
-24.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.1% |
| 7D | -1.1% | -13.0% | +11.9% | -0.8% |
| 30D | -5.5% | -18.3% | +12.8% | -4.9% |
| 3M | +33.5% | -33.2% | +66.8% | +35.0% |
| 6M | +35.9% | -21.5% | +57.3% | +36.5% |
| YTD | +35.4% | -25.5% | +60.8% | +36.1% |
| 1Y | +9.8% | -38.0% | +47.8% | +10.8% |
| 3Y | -32.7% | -65.5% | +32.7% | -31.9% |
| 5Y | -65.6% | -90.6% | +25.0% | -64.8% |
| All | -61.2% | -36.7% | -24.6% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling