+43.9%
BMY vs NIO
-38.3%
+82.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +1.9% | -0.4% |
| 7D | -4.8% | -4.1% | -0.7% | -4.7% |
| 30D | -0.7% | -23.2% | +22.6% | 0.0% |
| 3M | +15.3% | -29.9% | +45.3% | +16.3% |
| 6M | +8.5% | -25.1% | +33.6% | +9.1% |
| YTD | +23.4% | -27.5% | +50.9% | +24.2% |
| 1Y | +42.9% | -41.1% | +84.0% | +44.3% |
| 3Y | +22.0% | -63.1% | +85.1% | +23.1% |
| 5Y | +24.3% | -90.4% | +114.7% | +28.1% |
| All | +43.9% | -38.3% | +82.2% | +36.7% |
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 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