-54.5%
BIDU vs NIO
-36.7%
-17.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.6% | +4.5% |
| 7D | +2.4% | -13.0% | +15.5% | +6.0% |
| 30D | -10.5% | -18.3% | +7.8% | -5.9% |
| 3M | -26.2% | -33.2% | +7.0% | -18.4% |
| 6M | -16.4% | -21.5% | +5.1% | -12.0% |
| YTD | -23.9% | -25.5% | +1.6% | -19.0% |
| 1Y | +1.3% | -38.0% | +39.3% | +12.4% |
| 3Y | -32.1% | -65.5% | +33.4% | -19.7% |
| 5Y | -39.0% | -90.6% | +51.6% | -13.4% |
| All | -54.5% | -36.7% | -17.8% | -50.2% |
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