+123.9%
BHP vs NIO
-90.3%
+214.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +1.3% | -6.7% | +7.9% | +2.4% |
| 30D | +4.0% | -20.0% | +24.0% | +7.8% |
| 3M | +12.3% | -30.5% | +42.8% | +19.0% |
| 6M | +30.8% | -20.7% | +51.5% | +34.9% |
| YTD | +58.8% | -25.7% | +84.5% | +64.9% |
| 1Y | +76.8% | -38.6% | +115.4% | +87.9% |
| 3Y | +87.5% | -62.3% | +149.7% | +102.6% |
| 5Y | +123.9% | -90.1% | +214.0% | +181.8% |
| All | +123.9% | -90.3% | +214.2% | +181.8% |
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