+51.7%
BHP vs NIO
-59.9%
+111.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.3% | +0.7% |
| 7D | +0.9% | +5.6% | -4.7% | 0.0% |
| 30D | -6.3% | -4.2% | -2.0% | -5.7% |
| 3M | -7.1% | -26.3% | +19.2% | -2.7% |
| 6M | -3.2% | -42.5% | +39.3% | +5.2% |
| YTD | +37.9% | -33.5% | +71.4% | +45.6% |
| 1Y | +49.7% | -52.7% | +102.3% | +66.1% |
| 3Y | +51.7% | -57.5% | +109.2% | +60.1% |
| All | +51.7% | -59.9% | +111.6% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling