-43.1%
BIDU vs NIO
-90.3%
+47.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.3% | -6.7% | -6.8% |
| 7D | -2.4% | -6.7% | +4.2% | +0.3% |
| 30D | -15.6% | -20.0% | +4.4% | -7.5% |
| 3M | -22.3% | -30.5% | +8.2% | -9.9% |
| 6M | -22.3% | -20.7% | -1.5% | -16.3% |
| YTD | -29.2% | -25.7% | -3.5% | -21.9% |
| 1Y | -14.8% | -38.6% | +23.8% | +0.7% |
| 3Y | -31.8% | -62.3% | +30.5% | -13.3% |
| 5Y | -43.1% | -90.1% | +47.0% | +9.6% |
| All | -43.1% | -90.3% | +47.2% | +9.6% |
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