+69.5%
BEN vs NIO
-46.0%
+115.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | +7.2% | -1.8% | +9.0% | +7.4% |
| 30D | +14.1% | -6.6% | +20.7% | +14.9% |
| 3M | +9.9% | -29.9% | +39.8% | +13.5% |
| 6M | +17.4% | -46.6% | +64.0% | +24.1% |
| YTD | +57.3% | -36.5% | +93.8% | +62.7% |
| 1Y | +66.9% | -51.1% | +118.1% | +76.8% |
| 3Y | +85.7% | -55.2% | +140.9% | +90.6% |
| 5Y | +31.2% | -92.3% | +123.5% | +47.5% |
| All | +69.5% | -46.0% | +115.5% | +58.9% |
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 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