-58.6%
BIDU vs NIO
-40.3%
-18.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.7% | -0.7% |
| 7D | -5.2% | -7.3% | +2.0% | -3.4% |
| 30D | -14.5% | -22.5% | +8.0% | -8.9% |
| 3M | -22.9% | -30.9% | +8.0% | -15.5% |
| 6M | -27.8% | -37.2% | +9.4% | -19.5% |
| YTD | -30.7% | -29.8% | -0.9% | -25.1% |
| 1Y | -15.8% | -37.4% | +21.6% | -6.6% |
| 3Y | -33.2% | -64.3% | +31.1% | -21.6% |
| 5Y | -44.8% | -90.6% | +45.8% | -21.1% |
| All | -58.6% | -40.3% | -18.2% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling