-1.5%
BBY vs NIO
-90.3%
+88.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.2% |
| 7D | +1.2% | -4.1% | +5.3% | +1.7% |
| 30D | +6.8% | -23.2% | +30.0% | +10.2% |
| 3M | +18.7% | -29.9% | +48.7% | +23.8% |
| 6M | +37.3% | -25.1% | +62.4% | +40.2% |
| YTD | +35.3% | -27.5% | +62.8% | +38.4% |
| 1Y | +20.7% | -41.1% | +61.8% | +26.4% |
| 3Y | +39.4% | -63.1% | +102.6% | +47.4% |
| 5Y | -1.5% | -90.4% | +88.9% | +16.0% |
| All | -1.5% | -90.3% | +88.8% | +16.0% |
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