+360.5%
BE vs NIO
-37.4%
+397.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +8.0% |
| 7D | +20.0% | -13.0% | +33.0% | +26.6% |
| 30D | +7.9% | -18.3% | +26.2% | +16.4% |
| 3M | -13.2% | -33.2% | +20.0% | +1.8% |
| 6M | +53.5% | -21.5% | +74.9% | +62.7% |
| YTD | +191.0% | -25.5% | +216.5% | +216.8% |
| 1Y | +360.5% | -38.0% | +398.5% | +504.8% |
| All | +360.5% | -37.4% | +397.9% | +504.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling