+30.3%
BN vs NIO
-92.1%
+122.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -1.9% |
| 7D | +5.3% | +5.6% | -0.3% | +4.4% |
| 30D | +11.9% | -4.2% | +16.1% | +12.6% |
| 3M | -5.7% | -26.3% | +20.6% | -1.3% |
| 6M | -10.6% | -42.5% | +31.9% | -3.1% |
| YTD | -9.4% | -33.5% | +24.2% | -5.0% |
| 1Y | -8.8% | -52.7% | +43.9% | +1.0% |
| 3Y | +95.6% | -57.5% | +153.1% | +105.9% |
| All | +30.3% | -92.1% | +122.4% | +58.9% |
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 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