+60.5%
BEN vs NIO
-36.7%
+97.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.7% |
| 7D | +0.2% | -13.0% | +13.3% | +1.5% |
| 30D | -0.5% | -18.3% | +17.7% | +1.3% |
| 3M | +9.7% | -33.2% | +42.9% | +13.8% |
| 6M | +33.9% | -21.5% | +55.4% | +36.1% |
| YTD | +49.0% | -25.5% | +74.5% | +51.9% |
| 1Y | +42.1% | -38.0% | +80.1% | +46.8% |
| 3Y | +51.9% | -65.5% | +117.3% | +59.3% |
| 5Y | +39.0% | -90.6% | +129.6% | +53.6% |
| All | +60.5% | -36.7% | +97.2% | +48.4% |
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