+68.2%
BEN vs NIO
-51.7%
+119.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.4% | +0.9% |
| 7D | +6.8% | -14.5% | +21.2% | +8.3% |
| 30D | +18.0% | -15.0% | +32.9% | +19.8% |
| 3M | +7.5% | -35.6% | +43.0% | +11.8% |
| 6M | +14.7% | -55.7% | +70.4% | +23.3% |
| YTD | +56.1% | -43.1% | +99.2% | +63.1% |
| 1Y | +69.6% | -53.5% | +123.1% | +80.4% |
| 3Y | +87.7% | -59.8% | +147.5% | +94.6% |
| 5Y | +28.6% | -93.2% | +121.8% | +46.2% |
| All | +68.2% | -51.7% | +119.8% | +59.3% |
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 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