+28.5%
BMY vs NIO
-92.2%
+120.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.9% | -7.5% | -1.7% |
| 7D | -0.5% | +5.6% | -6.2% | -0.6% |
| 30D | +4.1% | -4.2% | +8.3% | +4.1% |
| 3M | -2.1% | -26.3% | +24.2% | -1.6% |
| 6M | +12.2% | -42.5% | +54.7% | +13.2% |
| YTD | +20.3% | -33.5% | +53.9% | +21.0% |
| 1Y | +39.2% | -52.7% | +91.8% | +40.6% |
| 3Y | +35.6% | -57.5% | +93.1% | +35.8% |
| All | +28.5% | -92.2% | +120.7% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling