+278.6%
BHP vs NIO
-36.7%
+315.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | -0.2% |
| 7D | -2.9% | -13.0% | +10.1% | -1.4% |
| 30D | +3.4% | -18.3% | +21.7% | +5.6% |
| 3M | +4.1% | -33.2% | +37.3% | +8.6% |
| 6M | +20.6% | -21.5% | +42.1% | +23.2% |
| YTD | +56.1% | -25.5% | +81.5% | +60.0% |
| 1Y | +69.6% | -38.0% | +107.6% | +76.4% |
| 3Y | +78.8% | -65.5% | +144.3% | +89.3% |
| 5Y | +113.1% | -90.6% | +203.6% | +138.8% |
| All | +278.6% | -36.7% | +315.3% | +244.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling