+175.8%
BLK vs NIO
-40.3%
+216.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.6% |
| 7D | -5.2% | -7.3% | +2.1% | -4.6% |
| 30D | -7.0% | -22.5% | +15.5% | -5.2% |
| 3M | +5.7% | -30.9% | +36.5% | +8.7% |
| 6M | +11.0% | -37.2% | +48.2% | +14.7% |
| YTD | +0.9% | -29.8% | +30.7% | +3.0% |
| 1Y | -1.6% | -37.4% | +35.8% | +1.0% |
| 3Y | +64.5% | -64.3% | +128.8% | +70.7% |
| 5Y | +30.9% | -90.6% | +121.4% | +43.1% |
| All | +175.8% | -40.3% | +216.2% | +163.8% |
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