+116.8%
BHP vs NIO
-92.1%
+208.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.6% |
| 3M | -7.1% | -26.3% | +19.2% | -2.5% |
| 6M | -3.2% | -42.5% | +39.3% | +5.6% |
| YTD | +37.9% | -33.5% | +71.4% | +45.7% |
| 1Y | +49.7% | -52.7% | +102.3% | +66.6% |
| 3Y | +51.7% | -57.5% | +109.2% | +61.3% |
| All | +116.8% | -92.1% | +208.8% | +202.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling