+507.6%
BE vs NIO
-43.2%
+550.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +11.7% |
| 7D | -1.2% | +6.9% | -8.1% | -3.1% |
| 30D | -30.9% | -4.7% | -26.1% | -29.7% |
| 3M | -11.6% | -28.1% | +16.5% | -2.7% |
| 6M | -25.7% | -41.7% | +16.0% | -13.2% |
| YTD | +123.1% | -33.1% | +156.3% | +146.3% |
| 1Y | +43.4% | -50.3% | +93.7% | +73.7% |
| 3Y | +1,683.6% | -54.4% | +1,738.0% | +1,917.8% |
| 5Y | +465.4% | -91.6% | +557.0% | +834.5% |
| All | +507.6% | -43.2% | +550.8% | +567.9% |
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 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