+190.3%
BN vs NIO
-36.7%
+227.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | -2.5% | -13.0% | +10.6% | -1.1% |
| 30D | -9.5% | -18.3% | +8.8% | -7.7% |
| 3M | -10.4% | -33.2% | +22.8% | -6.9% |
| 6M | -6.4% | -21.5% | +15.1% | -4.8% |
| YTD | -11.9% | -25.5% | +13.6% | -10.1% |
| 1Y | -8.6% | -38.0% | +29.4% | -5.5% |
| 3Y | +77.6% | -65.5% | +143.0% | +86.7% |
| 5Y | +37.0% | -90.6% | +127.6% | +51.6% |
| All | +190.3% | -36.7% | +227.0% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling