+60.1%
BEN vs NIO
-36.8%
+97.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | +4.7% | -6.7% | +11.3% | +5.3% |
| 30D | +2.6% | -20.0% | +22.6% | +4.7% |
| 3M | +11.5% | -30.5% | +42.0% | +15.2% |
| 6M | +35.3% | -20.7% | +56.0% | +37.5% |
| YTD | +48.6% | -25.7% | +74.3% | +51.6% |
| 1Y | +46.7% | -38.6% | +85.3% | +51.6% |
| 3Y | +57.0% | -62.3% | +119.3% | +63.4% |
| 5Y | +41.8% | -90.1% | +131.9% | +56.3% |
| All | +60.1% | -36.8% | +97.0% | +48.1% |
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