-11.1%
BN vs NIO
-37.4%
+26.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -1.2% | -6.7% | +5.5% | -0.8% |
| 30D | -10.9% | -20.0% | +9.1% | -9.8% |
| 3M | -11.1% | -30.5% | +19.4% | -9.3% |
| 6M | -4.4% | -20.7% | +16.3% | -3.7% |
| YTD | -14.1% | -25.7% | +11.5% | -13.2% |
| 1Y | -11.1% | -38.6% | +27.5% | -5.9% |
| All | -11.1% | -37.4% | +26.3% | -5.9% |
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