+83.2%
BN vs NIO
-62.6%
+145.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | -2.5% | -13.0% | +10.6% | -0.8% |
| 30D | -9.5% | -18.3% | +8.8% | -7.3% |
| 3M | -10.4% | -33.2% | +22.8% | -6.0% |
| 6M | -6.4% | -21.5% | +15.1% | -4.6% |
| YTD | -11.9% | -25.5% | +13.6% | -9.8% |
| 1Y | -8.6% | -38.0% | +29.4% | -4.8% |
| All | +83.2% | -62.6% | +145.8% | +99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling