-2.8%
BLK vs NIO
-36.7%
+33.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.4% | +1.4% |
| 7D | -3.3% | -2.9% | -0.4% | -3.1% |
| 30D | -6.5% | -18.7% | +12.2% | -5.4% |
| 3M | +6.7% | -29.4% | +36.2% | +8.9% |
| 6M | +14.7% | -32.5% | +47.3% | +17.1% |
| YTD | +2.5% | -27.6% | +30.2% | +4.1% |
| 1Y | -2.8% | -39.2% | +36.4% | +0.8% |
| All | -2.8% | -36.7% | +33.9% | +0.8% |
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 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