+1,076.1%
BE vs NIO
-90.7%
+1,166.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +8.0% |
| 7D | +20.0% | -13.0% | +33.0% | +26.8% |
| 30D | +7.9% | -18.3% | +26.2% | +16.6% |
| 3M | -13.2% | -33.2% | +20.0% | +2.1% |
| 6M | +53.5% | -21.5% | +74.9% | +64.6% |
| YTD | +191.0% | -25.5% | +216.5% | +216.7% |
| 1Y | +360.5% | -38.0% | +398.5% | +439.5% |
| 3Y | +1,568.0% | -65.5% | +1,633.5% | +2,098.6% |
| All | +1,076.1% | -90.7% | +1,166.8% | +3,056.3% |
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