+286.3%
BHP vs NIO
-38.3%
+324.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.5% |
| 7D | +0.9% | -4.1% | +5.0% | +1.4% |
| 30D | +4.0% | -23.2% | +27.3% | +7.0% |
| 3M | +11.3% | -29.9% | +41.2% | +15.5% |
| 6M | +29.3% | -25.1% | +54.4% | +32.8% |
| YTD | +59.2% | -27.5% | +86.7% | +63.7% |
| 1Y | +80.8% | -41.1% | +121.9% | +89.2% |
| 3Y | +88.0% | -63.1% | +151.1% | +97.9% |
| 5Y | +126.6% | -90.4% | +217.0% | +153.9% |
| All | +286.3% | -38.3% | +324.6% | +252.2% |
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