+692.4%
BE vs NIO
-36.7%
+729.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +7.8% |
| 7D | +20.0% | -13.0% | +33.0% | +24.9% |
| 30D | +7.9% | -18.3% | +26.2% | +14.2% |
| 3M | -13.2% | -33.2% | +20.0% | -2.3% |
| 6M | +53.5% | -21.5% | +74.9% | +62.1% |
| YTD | +191.0% | -25.5% | +216.5% | +210.7% |
| 1Y | +360.5% | -38.0% | +398.5% | +419.0% |
| 3Y | +1,568.0% | -65.5% | +1,633.5% | +1,929.5% |
| 5Y | +1,055.2% | -90.6% | +1,145.8% | +1,749.9% |
| All | +692.4% | -36.7% | +729.1% | +742.6% |
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