+160.3%
BITO vs NIO
-64.4%
+224.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | +1.1% | -4.1% | +5.2% | +1.5% |
| 30D | +21.8% | -23.2% | +45.0% | +25.3% |
| 3M | +25.0% | -29.9% | +54.9% | +29.9% |
| 6M | +11.3% | -25.1% | +36.4% | +14.2% |
| YTD | -12.7% | -27.5% | +14.7% | -10.3% |
| 1Y | -32.3% | -41.1% | +8.8% | -29.0% |
| All | +160.3% | -64.4% | +224.7% | +156.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling