+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 | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -1.4% | +6.9% | -8.3% | -1.5% |
| 30D | +5.1% | -4.7% | +9.9% | +5.2% |
| 3M | -3.0% | -28.1% | +25.1% | -2.5% |
| 6M | +13.1% | -41.7% | +54.8% | +14.0% |
| YTD | +20.3% | -33.1% | +53.5% | +21.0% |
| 1Y | +39.0% | -50.3% | +89.3% | +40.4% |
| 3Y | +42.0% | -54.4% | +96.3% | +42.1% |
| 5Y | +28.5% | -91.6% | +120.1% | +24.1% |
| 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