+22.0%
BDX vs NIO
-45.3%
+67.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -1.1% |
| 7D | +7.3% | +2.8% | +4.5% | +7.2% |
| 30D | +15.7% | -8.4% | +24.1% | +16.0% |
| 3M | +19.1% | -32.0% | +51.0% | +20.3% |
| 6M | +44.1% | -43.9% | +88.1% | +46.3% |
| YTD | +42.1% | -35.7% | +77.7% | +43.4% |
| 1Y | +52.6% | -51.1% | +103.7% | +55.2% |
| 3Y | +22.6% | -54.7% | +77.3% | +23.2% |
| 5Y | +23.3% | -91.7% | +115.0% | +26.9% |
| All | +22.0% | -45.3% | +67.4% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling