+532.2%
BE vs NIO
-93.2%
+625.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.9% | 0.0% | -3.0% |
| 7D | +10.8% | -14.5% | +25.3% | +18.0% |
| 30D | -19.8% | -15.0% | -4.8% | -14.3% |
| 3M | -18.7% | -35.6% | +16.8% | -3.5% |
| 6M | -33.7% | -55.7% | +21.9% | -9.4% |
| YTD | +121.0% | -43.1% | +164.1% | +167.3% |
| 1Y | +85.4% | -53.5% | +138.9% | +144.0% |
| 3Y | +1,709.5% | -59.8% | +1,769.4% | +2,102.0% |
| All | +532.2% | -93.2% | +625.4% | +1,242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling