-52.3%
BIDU vs NIO
-92.1%
+39.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | -0.8% | -1.8% | +1.0% | -0.1% |
| 30D | -5.4% | -6.6% | +1.2% | -2.7% |
| 3M | -24.7% | -29.9% | +5.2% | -13.1% |
| 6M | -45.3% | -46.6% | +1.3% | -29.6% |
| YTD | -39.0% | -36.5% | -2.5% | -28.4% |
| 1Y | -39.6% | -51.1% | +11.6% | -21.1% |
| 3Y | -24.7% | -55.2% | +30.5% | -11.7% |
| 5Y | -52.3% | -92.3% | +40.0% | -0.3% |
| All | -52.3% | -92.1% | +39.8% | -0.3% |
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