+25.2%
BDX vs NIO
-51.7%
+76.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.2% |
| 7D | +2.9% | -14.5% | +17.4% | +3.4% |
| 30D | +15.4% | -15.0% | +30.4% | +15.9% |
| 3M | +20.5% | -35.6% | +56.1% | +22.0% |
| 6M | +53.2% | -55.7% | +108.8% | +56.6% |
| YTD | +45.7% | -43.1% | +88.8% | +47.5% |
| 1Y | +47.3% | -53.5% | +100.8% | +50.0% |
| 3Y | +25.1% | -59.8% | +84.9% | +26.1% |
| 5Y | +27.4% | -93.2% | +120.6% | +31.8% |
| All | +25.2% | -51.7% | +76.8% | +20.7% |
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 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