+18.0%
BLK vs NIO
-54.1%
+72.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.4% | +2.0% | +5.2% |
| 7D | +5.7% | -0.6% | +6.3% | +5.8% |
| 30D | +14.8% | -3.5% | +18.3% | +15.0% |
| 3M | +8.8% | -30.7% | +39.5% | +11.1% |
| 6M | +17.6% | -45.6% | +63.2% | +22.1% |
| YTD | +16.3% | -35.3% | +51.6% | +19.0% |
| 1Y | +18.0% | -53.9% | +71.9% | +26.7% |
| All | +18.0% | -54.1% | +72.1% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling