+95.6%
BN vs NIO
-59.9%
+155.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -1.6% |
| 7D | +5.3% | +5.6% | -0.3% | +4.7% |
| 30D | +11.9% | -4.2% | +16.1% | +12.4% |
| 3M | -5.7% | -26.3% | +20.6% | -2.7% |
| 6M | -10.6% | -42.5% | +31.9% | -5.5% |
| YTD | -9.4% | -33.5% | +24.2% | -6.4% |
| 1Y | -8.8% | -52.7% | +43.9% | -2.0% |
| 3Y | +95.6% | -57.5% | +153.1% | +102.9% |
| All | +95.6% | -59.9% | +155.5% | +102.9% |
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 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