+41.5%
BBY vs NIO
-62.3%
+103.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | +8.1% | -6.7% | +14.8% | +8.7% |
| 30D | +8.9% | -20.0% | +29.0% | +11.1% |
| 3M | +22.0% | -30.5% | +52.5% | +25.9% |
| 6M | +37.8% | -20.7% | +58.5% | +38.7% |
| YTD | +37.3% | -25.7% | +63.0% | +39.0% |
| 1Y | +21.6% | -38.6% | +60.1% | +25.5% |
| 3Y | +41.5% | -62.3% | +103.7% | +42.8% |
| All | +41.5% | -62.3% | +103.8% | +42.8% |
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