+82.9%
BHP vs NIO
-62.6%
+145.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | -0.1% |
| 7D | -2.9% | -13.0% | +10.1% | -0.7% |
| 30D | +3.4% | -18.3% | +21.7% | +6.7% |
| 3M | +4.1% | -33.2% | +37.3% | +10.8% |
| 6M | +20.6% | -21.5% | +42.1% | +24.6% |
| YTD | +56.1% | -25.5% | +81.5% | +62.1% |
| 1Y | +69.6% | -38.0% | +107.6% | +79.9% |
| All | +82.9% | -62.6% | +145.5% | +98.5% |
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