+23.4%
BIL vs NIO
-43.5%
+66.9%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | 0.0% |
| 7D | -0.3% | +5.6% | -5.9% | -0.3% |
| 30D | 0.0% | -4.2% | +4.2% | 0.0% |
| 3M | +0.6% | -26.3% | +26.9% | +0.6% |
| 6M | +1.5% | -42.5% | +44.1% | +1.5% |
| YTD | +2.8% | -33.5% | +36.3% | +2.7% |
| 1Y | +3.3% | -52.7% | +56.0% | +3.3% |
| 3Y | +13.5% | -57.5% | +70.9% | +13.5% |
| 5Y | +19.8% | -92.0% | +111.8% | +19.8% |
| All | +23.4% | -43.5% | +66.9% | +23.4% |
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