+5.4%
BDX vs NIO
-36.7%
+42.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | 0.0% | -1.5% |
| 7D | -2.5% | -13.0% | +10.5% | -2.1% |
| 30D | +8.3% | -18.3% | +26.5% | +8.9% |
| 3M | +24.4% | -33.2% | +57.6% | +25.8% |
| 6M | +9.2% | -21.5% | +30.7% | +9.6% |
| YTD | +22.7% | -25.5% | +48.2% | +23.4% |
| 1Y | +25.9% | -38.0% | +63.9% | +27.0% |
| 3Y | -10.5% | -65.5% | +55.0% | -9.5% |
| 5Y | +1.9% | -90.6% | +92.5% | +4.4% |
| All | +5.4% | -36.7% | +42.1% | +0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling