+80.8%
BHP vs NIO
-38.9%
+119.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.7% |
| 7D | +0.9% | -4.1% | +5.0% | +1.6% |
| 30D | +4.0% | -23.2% | +27.3% | +8.5% |
| 3M | +11.3% | -29.9% | +41.2% | +17.6% |
| 6M | +29.3% | -25.1% | +54.4% | +36.3% |
| YTD | +59.2% | -27.5% | +86.7% | +68.4% |
| 1Y | +80.8% | -41.1% | +121.9% | +100.4% |
| All | +80.8% | -38.9% | +119.8% | +100.4% |
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 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