+3.2%
BDX vs NIO
-38.3%
+41.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.1% |
| 7D | -3.6% | -4.1% | +0.6% | -3.4% |
| 30D | +0.7% | -23.2% | +23.9% | +1.4% |
| 3M | +19.0% | -29.9% | +48.9% | +20.1% |
| 6M | +10.8% | -25.1% | +35.9% | +11.4% |
| YTD | +20.1% | -27.5% | +47.6% | +20.9% |
| 1Y | +23.1% | -41.1% | +64.1% | +24.4% |
| 3Y | -8.8% | -63.1% | +54.3% | -8.0% |
| 5Y | -1.4% | -90.4% | +88.9% | +1.0% |
| All | +3.2% | -38.3% | +41.5% | -1.1% |
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