+46.7%
BEN vs NIO
-37.4%
+84.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.5% |
| 3M | +11.5% | -30.5% | +42.0% | +14.8% |
| 6M | +35.3% | -20.7% | +56.0% | +38.7% |
| YTD | +48.6% | -25.7% | +74.3% | +53.1% |
| 1Y | +46.7% | -38.6% | +85.3% | +55.9% |
| All | +46.7% | -37.4% | +84.0% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling